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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 | $47,019 | $102,393-54.1% | $147,041-68.0% | $80,911-41.9% |
| Participation rate | 20.8% | 75.9%-55.0pp | 82.2%-61.3pp | 67.6%-46.8pp |
| Annual return | 12.28% | 134.95%-122.7pp | 419.21%-406.9pp | 35.63%-23.3pp |
| Employer contribution / active EE | $639 | $3,715-82.8% | $4,935-87.1% | $2,756-76.8% |
| Participant deferral / active EE | $3,472 | $6,647-47.8% | $8,071-57.0% | $4,297-19.2% |
| Admin fee / account holder | $107,942 | $7,943+1258.9% | $13,006+729.9% | $6,935+1456.6% |