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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 | $35,451 | $76,368-53.6% | $67,681-47.6% | $154,746-77.1% |
| Participation rate | 33.3% | 79.0%-45.6pp | 73.7%-40.4pp | 80.7%-47.4pp |
| Annual return | 19.08% | 1066.77%-1047.7pp | 590.58%-571.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $197 | $3,151-93.7% | $2,678-92.6% | $4,379-95.5% |
| Participant deferral / active EE | $1,636 | $4,824-66.1% | $3,976-58.8% | $6,730-75.7% |
| Admin fee / account holder | $461 | $8,559-94.6% | $6,100-92.4% | $14,365-96.8% |