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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 | $31,410 | $55,446-43.3% | $155,574-79.8% | $74,429-57.8% |
| Participation rate | 21.8% | 61.9%-40.1pp | 78.2%-56.4pp | 67.2%-45.4pp |
| Annual return | 15.57% | 269.20%-253.6pp | 64.87%-49.3pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $177 | $2,266-92.2% | $4,676-96.2% | $2,625-93.3% |
| Participant deferral / active EE | $1,188 | $2,836-58.1% | $5,629-78.9% | $4,348-72.7% |
| Admin fee / account holder | $4,192 | $1,743+140.5% | $15,914-73.7% | $1,944+115.6% |