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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 | $36,152 | $55,437-34.8% | $155,534-76.8% | $74,459-51.4% |
| Participation rate | 26.9% | 61.9%-35.0pp | 78.2%-51.4pp | 67.2%-40.4pp |
| Annual return | 11.30% | 269.58%-258.3pp | 64.92%-53.6pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $896 | $2,837-68.4% | $5,630-84.1% | $4,350-79.4% |
| Admin fee / account holder | $663 | $1,742-61.9% | $15,900-95.8% | $1,945-65.9% |