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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 | $34,529 | $55,470-37.8% | $155,556-77.8% | $74,478-53.6% |
| Participation rate | 36.4% | 61.9%-25.5pp | 78.2%-41.9pp | 67.2%-30.9pp |
| Annual return | 13.55% | 269.80%-256.3pp | 64.84%-51.3pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $288 | $2,267-87.3% | $4,675-93.8% | $2,626-89.1% |
| Participant deferral / active EE | $959 | $2,838-66.2% | $5,631-83.0% | $4,350-78.0% |
| Admin fee / account holder | $7,129 | $1,744+308.7% | $15,885-55.1% | $1,946+266.4% |