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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 | $47,815 | $60,504-21.0% | $81,882-41.6% | $74,478-35.8% |
| Participation rate | 26.0% | 62.9%-36.9pp | 72.4%-46.4pp | 67.2%-41.2pp |
| Annual return | 15.32% | 16.91%-1.6pp | 779.47%-764.1pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $266 | $2,627-89.9% | $2,916-90.9% | $2,626-89.9% |
| Participant deferral / active EE | $1,237 | $3,400-63.6% | $4,323-71.4% | $4,350-71.6% |
| Admin fee / account holder | $1,385 | $1,492-7.2% | $7,360-81.2% | $1,946-28.8% |