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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 | $55,446-37.7% | $155,574-77.8% | $74,429-53.6% |
| Participation rate | 36.4% | 61.9%-25.5pp | 78.2%-41.8pp | 67.2%-30.9pp |
| Annual return | 13.55% | 269.20%-255.7pp | 64.87%-51.3pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $288 | $2,266-87.3% | $4,676-93.9% | $2,625-89.0% |
| Participant deferral / active EE | $959 | $2,836-66.2% | $5,629-83.0% | $4,348-77.9% |
| Admin fee / account holder | $7,129 | $1,743+309.0% | $15,914-55.2% | $1,944+266.7% |