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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 | $43,208 | $51,642-16.3% | $129,384-66.6% | $80,935-46.6% |
| Participation rate | 22.2% | 56.9%-34.7pp | 69.6%-47.4pp | 67.7%-45.4pp |
| Annual return | 15.16% | 20.78%-5.6pp | 9461.77%-9446.6pp | 35.66%-20.5pp |
| Employer contribution / active EE | $224 | $1,583-85.9% | $4,153-94.6% | $2,757-91.9% |
| Participant deferral / active EE | $949 | $2,670-64.4% | $4,166-77.2% | $4,299-77.9% |
| Admin fee / account holder | $1,132 | $4,312-73.8% | $7,686-85.3% | $6,924-83.7% |