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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 | $39,139 | $60,139-34.9% | $90,461-56.7% | $79,856-51.0% |
| Participation rate | 19.6% | 65.0%-45.4pp | 72.7%-53.1pp | 69.6%-50.1pp |
| Annual return | 15.58% | 71.96%-56.4pp | 1294.76%-1279.2pp | 31.71%-16.1pp |
| Employer contribution / active EE | $170 | $2,069-91.8% | $3,264-94.8% | $2,471-93.1% |
| Participant deferral / active EE | $803 | $2,939-72.7% | $3,964-79.7% | $3,741-78.5% |
| Admin fee / account holder | $301 | $3,978-92.4% | $5,617-94.6% | $5,306-94.3% |