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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 | $45,322 | $55,446-18.3% | $155,574-70.9% | $74,429-39.1% |
| Participation rate | 26.2% | 61.9%-35.7pp | 78.2%-52.0pp | 67.2%-41.0pp |
| Annual return | 11.72% | 269.20%-257.5pp | 64.87%-53.1pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $340 | $2,266-85.0% | $4,676-92.7% | $2,625-87.0% |
| Participant deferral / active EE | $812 | $2,836-71.4% | $5,629-85.6% | $4,348-81.3% |
| Admin fee / account holder | $7,595 | $1,743+335.8% | $15,914-52.3% | $1,944+290.6% |