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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 | $45,662 | $88,778-48.6% | $81,844-44.2% | $145,884-68.7% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 10.95% | 1033.03%-1022.1pp | 778.87%-767.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $232 | $3,087-92.5% | $2,916-92.0% | $4,662-95.0% |
| Participant deferral / active EE | $1,335 | $4,648-71.3% | $4,323-69.1% | $6,690-80.1% |
| Admin fee / account holder | $23,228 | $8,430+175.5% | $7,355+215.8% | $13,392+73.4% |