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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 | $36,431 | $102,696-64.5% | $86,235-57.8% | $139,487-73.9% |
| Participation rate | 47.8% | 74.5%-26.7pp | 69.0%-21.1pp | 80.3%-32.5pp |
| Annual return | 14.64% | 1925.91%-1911.3pp | 1170.03%-1155.4pp | 373.84%-359.2pp |
| Employer contribution / active EE | $385 | $3,034-87.3% | $2,381-83.8% | $4,755-91.9% |
| Participant deferral / active EE | $1,850 | $4,679-60.5% | $3,987-53.6% | $6,713-72.4% |
| Admin fee / account holder | $877 | $8,667-89.9% | $6,856-87.2% | $11,407-92.3% |