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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 | $37,618 | $69,774-46.1% | $67,561-44.3% | $74,429-49.5% |
| Participation rate | 46.0% | 71.4%-25.4pp | 72.9%-26.9pp | 67.2%-21.2pp |
| Annual return | 15.68% | -40.53%+56.2pp | 3525.44%-3509.8pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $637 | $2,710-76.5% | $2,735-76.7% | $2,625-75.7% |
| Participant deferral / active EE | $1,375 | $3,636-62.2% | $4,003-65.7% | $4,348-68.4% |
| Admin fee / account holder | $1,268 | $890+42.5% | $4,006-68.3% | $1,944-34.8% |