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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 | $42,270 | $60,128-29.7% | $90,440-53.3% | $79,852-47.1% |
| Participation rate | 41.2% | 65.0%-23.8pp | 72.7%-31.5pp | 69.6%-28.5pp |
| Annual return | 14.43% | 71.95%-57.5pp | 1294.38%-1280.0pp | 31.72%-17.3pp |
| Employer contribution / active EE | $167 | $2,068-91.9% | $3,263-94.9% | $2,471-93.2% |
| Participant deferral / active EE | $3,149 | $2,939+7.2% | $3,964-20.6% | $3,740-15.8% |
| Admin fee / account holder | $662 | $3,977-83.3% | $5,615-88.2% | $5,306-87.5% |