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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 | $68,097-47.9% | $62,929-43.7% | $137,256-74.2% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 19.08% | 1859.11%-1840.0pp | 1063.93%-1044.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $197 | $2,811-93.0% | $2,505-92.1% | $4,156-95.3% |
| Participant deferral / active EE | $1,636 | $4,553-64.1% | $3,888-57.9% | $6,407-74.5% |
| Admin fee / account holder | $461 | $6,521-92.9% | $5,065-90.9% | $12,270-96.2% |