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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 | $44,718 | $55,437-19.3% | $155,534-71.2% | $74,459-39.9% |
| Participation rate | 26.7% | 61.9%-35.2pp | 78.2%-51.5pp | 67.2%-40.5pp |
| Annual return | 14.14% | 269.58%-255.4pp | 64.92%-50.8pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $126 | $2,266-94.4% | $4,675-97.3% | $2,626-95.2% |
| Participant deferral / active EE | $1,047 | $2,837-63.1% | $5,630-81.4% | $4,350-75.9% |
| Admin fee / account holder | $1,764 | $1,742+1.3% | $15,900-88.9% | $1,945-9.3% |