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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 | $40,487 | $54,690-26.0% | $76,030-46.7% | $74,478-45.6% |
| Participation rate | 26.6% | 60.3%-33.7pp | 69.1%-42.4pp | 67.2%-40.6pp |
| Annual return | 11.41% | 31.92%-20.5pp | 361.54%-350.1pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $261 | $1,781-85.4% | $2,688-90.3% | $2,626-90.1% |
| Participant deferral / active EE | $1,543 | $3,070-49.7% | $4,257-63.8% | $4,350-64.5% |
| Admin fee / account holder | $5,685 | $2,240+153.8% | $6,421-11.4% | $1,946+192.2% |