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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 | $56,254 | $72,465-22.4% | $67,575-16.8% | $145,884-61.4% |
| Participation rate | 47.4% | 76.9%-29.5pp | 72.9%-25.5pp | 80.3%-32.9pp |
| Annual return | 14.43% | 7222.56%-7208.1pp | 3528.98%-3514.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $289 | $3,074-90.6% | $2,736-89.4% | $4,662-93.8% |
| Participant deferral / active EE | $1,426 | $4,786-70.2% | $4,003-64.4% | $6,690-78.7% |
| Admin fee / account holder | $9,133 | $5,515+65.6% | $3,993+128.7% | $13,392-31.8% |