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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 | $37,207 | $68,097-45.4% | $62,929-40.9% | $137,256-72.9% |
| Participation rate | 54.2% | 77.4%-23.3pp | 73.1%-18.9pp | 80.0%-25.8pp |
| Annual return | 12.08% | 1859.11%-1847.0pp | 1063.93%-1051.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $184 | $2,811-93.5% | $2,505-92.7% | $4,156-95.6% |
| Participant deferral / active EE | $1,311 | $4,553-71.2% | $3,888-66.3% | $6,407-79.5% |
| Admin fee / account holder | $12,095 | $6,521+85.5% | $5,065+138.8% | $12,270-1.4% |