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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 | $30,527 | $60,128-49.2% | $90,440-66.2% | $79,852-61.8% |
| Participation rate | 67.5% | 65.0%+2.5pp | 72.7%-5.2pp | 69.6%-2.1pp |
| Annual return | 31.43% | 71.95%-40.5pp | 1294.38%-1262.9pp | 31.72%-0.3pp |
| Employer contribution / active EE | $32 | $2,068-98.5% | $3,263-99.0% | $2,471-98.7% |
| Participant deferral / active EE | $6,211 | $2,939+111.4% | $3,964+56.7% | $3,740+66.0% |
| Admin fee / account holder | $2,017 | $3,977-49.3% | $5,615-64.1% | $5,306-62.0% |