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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 | $45,941 | $55,423-17.1% | $155,602-70.5% | $74,400-38.3% |
| Participation rate | 19.3% | 61.9%-42.6pp | 78.2%-58.9pp | 67.2%-48.0pp |
| Annual return | 12.53% | 269.07%-256.5pp | 64.81%-52.3pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $272 | $2,266-88.0% | $4,675-94.2% | $2,624-89.6% |
| Participant deferral / active EE | $816 | $2,835-71.2% | $5,629-85.5% | $4,348-81.2% |
| Admin fee / account holder | $1,534 | $1,744-12.1% | $15,923-90.4% | $1,944-21.1% |