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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 | $56,420 | $101,539-44.4% | $147,041-61.6% | $74,400-24.2% |
| Participation rate | 44.2% | 75.5%-31.3pp | 82.2%-37.9pp | 67.2%-23.0pp |
| Annual return | 15.33% | 8740.84%-8725.5pp | 419.21%-403.9pp | 1367.51%-1352.2pp |
| Employer contribution / active EE | $735 | $3,811-80.7% | $4,935-85.1% | $2,624-72.0% |
| Participant deferral / active EE | $3,570 | $7,304-51.1% | $8,071-55.8% | $4,348-17.9% |
| Admin fee / account holder | $8,421 | $1,749+381.4% | $13,006-35.3% | $1,944+333.3% |