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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 | $41,657 | $57,305-27.3% | $86,640-51.9% | $75,173-44.6% |
| Participation rate | 48.6% | 63.2%-14.6pp | 71.7%-23.1pp | 67.2%-18.6pp |
| Annual return | 15.02% | 2674.24%-2659.2pp | 592.52%-577.5pp | 160.72%-145.7pp |
| Employer contribution / active EE | $248 | $2,316-89.3% | $3,024-91.8% | $2,671-90.7% |
| Participant deferral / active EE | $3,040 | $3,320-8.4% | $4,438-31.5% | $4,126-26.3% |
| Admin fee / account holder | $762 | $4,116-81.5% | $5,616-86.4% | $5,651-86.5% |