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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 | $27,442 | $55,470-50.5% | $155,556-82.4% | $74,478-63.2% |
| Participation rate | 35.4% | 61.9%-26.5pp | 78.2%-42.8pp | 67.2%-31.8pp |
| Annual return | 15.01% | 269.80%-254.8pp | 64.84%-49.8pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $161 | $2,267-92.9% | $4,675-96.6% | $2,626-93.9% |
| Participant deferral / active EE | $1,156 | $2,838-59.3% | $5,631-79.5% | $4,350-73.4% |
| Admin fee / account holder | $1,633 | $1,744-6.4% | $15,885-89.7% | $1,946-16.1% |