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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 | $29,231 | $138,072-78.8% | $123,549-76.3% | $135,382-78.4% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | 0.20% | 153.69%-153.5pp | 119.20%-119.0pp | 519.77%-519.6pp |
| Employer contribution / active EE | -$40 | $5,152-100.8% | $4,628-100.9% | $4,779-100.8% |
| Participant deferral / active EE | $2,972 | $6,799-56.3% | $6,426-53.8% | $5,609-47.0% |
| Admin fee / account holder | $16,167 | $10,917+48.1% | $9,284+74.1% | $10,829+49.3% |