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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 | $39,617 | $72,177-45.1% | $115,038-65.6% | $59,633-33.6% |
| Participation rate | 32.7% | 72.6%-39.9pp | 81.4%-48.7pp | 68.7%-36.0pp |
| Annual return | 227.00% | 12.02%+215.0pp | 26.14%+200.9pp | 2041.45%-1814.5pp |
| Employer contribution / active EE | $346 | $2,841-87.8% | $4,608-92.5% | $2,203-84.3% |
| Participant deferral / active EE | $2,193 | $4,783-54.2% | $6,026-63.6% | $3,192-31.3% |
| Admin fee / account holder | $8,739 | $4,927+77.4% | $8,175+6.9% | $4,297+103.4% |