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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 | $38,967 | $96,388-59.6% | $80,627-51.7% | $139,466-72.1% |
| Participation rate | 43.5% | 73.6%-30.2pp | 67.0%-23.5pp | 80.3%-36.9pp |
| Annual return | 10.63% | 1352.08%-1341.4pp | 936.76%-926.1pp | 373.66%-363.0pp |
| Employer contribution / active EE | $94 | $3,260-97.1% | $2,723-96.6% | $4,754-98.0% |
| Participant deferral / active EE | $1,094 | $5,224-79.1% | $4,443-75.4% | $6,712-83.7% |
| Admin fee / account holder | $10,013 | $6,603+51.6% | $5,381+86.1% | $11,409-12.2% |