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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 | $44,167 | $51,736-14.6% | $120,225-63.3% | $67,986-35.0% |
| Participation rate | 18.0% | 46.1%-28.0pp | 69.6%-51.5pp | 57.2%-39.2pp |
| Annual return | 15.25% | 31.98%-16.7pp | 439.23%-424.0pp | 31.67%-16.4pp |
| Employer contribution / active EE | $208 | $1,071-80.6% | $3,475-94.0% | $2,019-89.7% |
| Participant deferral / active EE | $724 | $2,206-67.2% | $3,999-81.9% | $3,358-78.5% |
| Admin fee / account holder | $1,640 | $4,159-60.6% | $5,696-71.2% | $3,203-48.8% |