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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 | $55,293 | $74,661-25.9% | $160,784-65.6% | $67,986-18.7% |
| Participation rate | 42.4% | 57.1%-14.8pp | 77.0%-34.6pp | 57.2%-14.9pp |
| Annual return | 14.33% | 28.83%-14.5pp | 1803.92%-1789.6pp | 31.67%-17.3pp |
| Employer contribution / active EE | $71 | $1,829-96.1% | $3,733-98.1% | $2,019-96.5% |
| Participant deferral / active EE | $1,595 | $3,681-56.7% | $6,293-74.7% | $3,358-52.5% |
| Admin fee / account holder | $3,367 | $3,959-15.0% | $9,717-65.4% | $3,203+5.1% |