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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 | $36,651 | $60,393-39.3% | $81,820-55.2% | $74,429-50.8% |
| Participation rate | 17.5% | 62.9%-45.4pp | 72.4%-54.9pp | 67.2%-49.7pp |
| Annual return | 14.75% | 16.89%-2.1pp | 777.93%-763.2pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $291 | $2,626-88.9% | $2,915-90.0% | $2,625-88.9% |
| Participant deferral / active EE | $1,067 | $3,397-68.6% | $4,323-75.3% | $4,348-75.5% |
| Admin fee / account holder | $467 | $1,491-68.7% | $7,391-93.7% | $1,944-76.0% |