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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 | $70,031 | $102,663-31.8% | $86,216-18.8% | $139,466-49.8% |
| Participation rate | 39.1% | 74.5%-35.4pp | 69.0%-29.8pp | 80.3%-41.2pp |
| Annual return | 12.56% | 1924.52%-1912.0pp | 1169.42%-1156.9pp | 373.66%-361.1pp |
| Employer contribution / active EE | $423 | $3,035-86.1% | $2,382-82.2% | $4,754-91.1% |
| Participant deferral / active EE | $1,908 | $4,677-59.2% | $3,986-52.1% | $6,712-71.6% |
| Admin fee / account holder | $3,165 | $8,663-63.5% | $6,853-53.8% | $11,409-72.3% |