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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 | $57,771 | $58,927-2.0% | $76,823-24.8% | $72,983-20.8% |
| Participation rate | 57.9% | 67.3%-9.4pp | 72.1%-14.2pp | 69.5%-11.6pp |
| Annual return | 16.63% | 2305.64%-2289.0pp | 1166.42%-1149.8pp | 81.01%-64.4pp |
| Employer contribution / active EE | $348 | $1,787-80.5% | $2,302-84.9% | $2,440-85.7% |
| Participant deferral / active EE | $1,715 | $2,690-36.2% | $3,336-48.6% | $3,608-52.5% |
| Admin fee / account holder | $23,988 | $4,013+497.8% | $6,422+273.5% | $5,124+368.1% |