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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 | $38,742 | $57,330-32.4% | $86,656-55.3% | $75,177-48.5% |
| Participation rate | 12.0% | 63.2%-51.2pp | 71.7%-59.7pp | 67.2%-55.2pp |
| Annual return | 20.38% | 2675.40%-2655.0pp | 593.09%-572.7pp | 160.75%-140.4pp |
| Employer contribution / active EE | $272 | $2,316-88.2% | $3,025-91.0% | $2,671-89.8% |
| Participant deferral / active EE | $1,352 | $3,320-59.3% | $4,439-69.5% | $4,126-67.2% |
| Admin fee / account holder | $361 | $4,115-91.2% | $5,619-93.6% | $5,651-93.6% |