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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 | $117,398 | $155,833-24.7% | $124,693-5.9% | $167,536-29.9% |
| Participation rate | 47.8% | 81.1%-33.3pp | 74.6%-26.8pp | 82.1%-34.3pp |
| Annual return | 14.24% | 17.98%-3.7pp | 5144.19%-5130.0pp | 478.82%-464.6pp |
| Employer contribution / active EE | $525 | $4,164-87.4% | $3,324-84.2% | $4,839-89.2% |
| Participant deferral / active EE | $2,883 | $5,675-49.2% | $4,615-37.5% | $6,342-54.5% |
| Admin fee / account holder | $13,572 | $9,534+42.4% | $7,494+81.1% | $12,315+10.2% |