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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 | $48,773 | $59,456-18.0% | $93,681-47.9% | $74,400-34.4% |
| Participation rate | 21.6% | 59.6%-38.1pp | 68.7%-47.2pp | 67.2%-45.7pp |
| Annual return | 14.70% | 82.00%-67.3pp | 133.47%-118.8pp | 1367.51%-1352.8pp |
| Employer contribution / active EE | $238 | $1,266-81.2% | $2,422-90.2% | $2,624-90.9% |
| Participant deferral / active EE | $2,410 | $3,052-21.0% | $4,415-45.4% | $4,348-44.6% |
| Admin fee / account holder | $3,029 | $3,026+0.1% | $8,290-63.5% | $1,944+55.9% |