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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 | $33,193 | $55,437-40.1% | $155,534-78.7% | $74,459-55.4% |
| Participation rate | 34.0% | 61.9%-27.9pp | 78.2%-44.2pp | 67.2%-33.2pp |
| Annual return | 15.31% | 269.58%-254.3pp | 64.92%-49.6pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $212 | $2,266-90.6% | $4,675-95.5% | $2,626-91.9% |
| Participant deferral / active EE | $2,057 | $2,837-27.5% | $5,630-63.5% | $4,350-52.7% |
| Admin fee / account holder | $566 | $1,742-67.5% | $15,900-96.4% | $1,945-70.9% |