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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 | $69,196 | $85,766-19.3% | $136,298-49.2% | $70,126-1.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 18.24% | 31.46%-13.2pp | 5156.27%-5138.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $382 | $2,966-87.1% | $4,696-91.9% | $2,343-83.7% |
| Participant deferral / active EE | $2,898 | $5,051-42.6% | $6,247-53.6% | $3,332-13.0% |
| Admin fee / account holder | $23,511 | $5,421+333.7% | $9,244+154.3% | $4,645+406.1% |