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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 | $37,508 | $52,353-28.4% | $120,225-68.8% | $82,448-54.5% |
| Participation rate | 22.1% | 58.3%-36.2pp | 69.6%-47.5pp | 68.1%-46.0pp |
| Annual return | 16.33% | 61.85%-45.5pp | 439.23%-422.9pp | 41.64%-25.3pp |
| Employer contribution / active EE | $146 | $1,510-90.3% | $3,475-95.8% | $2,551-94.3% |
| Participant deferral / active EE | $717 | $2,627-72.7% | $3,999-82.1% | $4,139-82.7% |
| Admin fee / account holder | $7,101 | $4,363+62.8% | $5,696+24.7% | $7,234-1.8% |