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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 | $31,845 | $69,012-53.9% | $160,037-80.1% | $68,490-53.5% |
| Participation rate | 15.4% | 65.4%-50.0pp | 78.0%-62.6pp | 67.9%-52.5pp |
| Annual return | 426.75% | -9.65%+436.4pp | 408.95%+17.8pp | -7.85%+434.6pp |
| Employer contribution / active EE | $236 | $2,212-89.3% | $4,226-94.4% | $2,597-90.9% |
| Participant deferral / active EE | $1,433 | $4,212-66.0% | $6,184-76.8% | $4,028-64.4% |
| Admin fee / account holder | $1,860 | $4,798-61.2% | $8,716-78.7% | $5,403-65.6% |