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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 | $25,649 | $72,426-64.6% | $67,560-62.0% | $145,897-82.4% |
| Participation rate | 46.7% | 76.9%-30.2pp | 72.9%-26.3pp | 80.3%-33.6pp |
| Annual return | 9.87% | 7226.78%-7216.9pp | 3533.50%-3523.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $290 | $3,074-90.6% | $2,737-89.4% | $4,663-93.8% |
| Participant deferral / active EE | $1,610 | $4,785-66.3% | $4,004-59.8% | $6,689-75.9% |
| Admin fee / account holder | $1,404 | $5,514-74.5% | $3,994-64.8% | $13,390-89.5% |