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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,731 | $60,128-53.9% | $90,440-69.3% | $79,852-65.3% |
| Participation rate | 36.8% | 65.0%-28.2pp | 72.7%-35.9pp | 69.6%-32.9pp |
| Annual return | 16.53% | 71.95%-55.4pp | 1294.38%-1277.9pp | 31.72%-15.2pp |
| Employer contribution / active EE | $99 | $2,068-95.2% | $3,263-97.0% | $2,471-96.0% |
| Participant deferral / active EE | $1,109 | $2,939-62.3% | $3,964-72.0% | $3,740-70.3% |
| Admin fee / account holder | $786 | $3,977-80.2% | $5,615-86.0% | $5,306-85.2% |