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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 | $46,067 | $55,470-17.0% | $155,556-70.4% | $74,478-38.1% |
| Participation rate | 33.9% | 61.9%-28.0pp | 78.2%-44.3pp | 67.2%-33.3pp |
| Annual return | 40.64% | 269.80%-229.2pp | 64.84%-24.2pp | 1370.56%-1329.9pp |
| Employer contribution / active EE | $166 | $2,267-92.7% | $4,675-96.5% | $2,626-93.7% |
| Participant deferral / active EE | $1,371 | $2,838-51.7% | $5,631-75.7% | $4,350-68.5% |
| Admin fee / account holder | $2,807 | $1,744+60.9% | $15,885-82.3% | $1,946+44.2% |