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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 | $40,333 | $138,076-70.8% | $123,553-67.4% | $135,380-70.2% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | 1.23% | 153.70%-152.5pp | 119.21%-118.0pp | 519.81%-518.6pp |
| Employer contribution / active EE | $882 | $5,152-82.9% | $4,628-80.9% | $4,779-81.5% |
| Participant deferral / active EE | $2,309 | $6,800-66.0% | $6,426-64.1% | $5,609-58.8% |
| Admin fee / account holder | $43,477 | $10,917+298.3% | $9,284+368.3% | $10,828+301.5% |