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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 | $52,822 | $55,446-4.7% | $155,574-66.0% | $74,429-29.0% |
| Participation rate | 45.7% | 61.9%-16.2pp | 78.2%-32.5pp | 67.2%-21.5pp |
| Annual return | 16.79% | 269.20%-252.4pp | 64.87%-48.1pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $305 | $2,266-86.5% | $4,676-93.5% | $2,625-88.4% |
| Participant deferral / active EE | $2,401 | $2,836-15.3% | $5,629-57.3% | $4,348-44.8% |
| Admin fee / account holder | $1,860 | $1,743+6.7% | $15,914-88.3% | $1,944-4.3% |