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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 | $38,065 | $57,305-33.6% | $86,640-56.1% | $75,173-49.4% |
| Participation rate | 38.7% | 63.2%-24.5pp | 71.7%-33.0pp | 67.2%-28.5pp |
| Annual return | 15.84% | 2674.24%-2658.4pp | 592.52%-576.7pp | 160.72%-144.9pp |
| Employer contribution / active EE | $246 | $2,316-89.4% | $3,024-91.9% | $2,671-90.8% |
| Participant deferral / active EE | $1,601 | $3,320-51.8% | $4,438-63.9% | $4,126-61.2% |
| Admin fee / account holder | $1,952 | $4,116-52.6% | $5,616-65.2% | $5,651-65.5% |