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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 | $35,604 | $47,479-25.0% | $62,929-43.4% | $82,448-56.8% |
| Participation rate | 34.7% | 66.9%-32.2pp | 73.1%-38.4pp | 68.1%-33.4pp |
| Annual return | 15.19% | 20.34%-5.2pp | 1063.93%-1048.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $272 | $1,885-85.6% | $2,505-89.2% | $2,551-89.3% |
| Participant deferral / active EE | $2,298 | $2,870-20.0% | $3,888-40.9% | $4,139-44.5% |
| Admin fee / account holder | $2,395 | $3,804-37.0% | $5,065-52.7% | $7,234-66.9% |