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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 | $32,258 | $28,624+12.7% | $53,647-39.9% | $82,637-61.0% |
| Participation rate | 4.0% | 47.3%-43.3pp | 56.3%-52.3pp | 68.1%-64.1pp |
| Annual return | 17.58% | 664.98%-647.4pp | 358.33%-340.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $82 | $637-87.1% | $962-91.4% | $2,552-96.8% |
| Participant deferral / active EE | $378 | $1,196-68.4% | $1,813-79.2% | $4,126-90.8% |
| Admin fee / account holder | $301 | $2,022-85.1% | $2,460-87.8% | $7,339-95.9% |