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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 | $42,114 | $52,450-19.7% | $129,339-67.4% | $74,400-43.4% |
| Participation rate | 41.1% | 53.8%-12.7pp | 69.6%-28.5pp | 67.2%-26.1pp |
| Annual return | 13.67% | 15.65%-2.0pp | 9437.05%-9423.4pp | 1367.51%-1353.8pp |
| Employer contribution / active EE | $221 | $1,532-85.6% | $4,154-94.7% | $2,624-91.6% |
| Participant deferral / active EE | $1,485 | $2,797-46.9% | $4,170-64.4% | $4,348-65.9% |
| Admin fee / account holder | $829 | $2,636-68.5% | $7,668-89.2% | $1,944-57.3% |