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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 | $20,358 | $55,437-63.3% | $155,534-86.9% | $74,459-72.7% |
| Participation rate | 10.7% | 61.9%-51.2pp | 78.2%-67.5pp | 67.2%-56.5pp |
| Annual return | 31.38% | 269.58%-238.2pp | 64.92%-33.5pp | 1369.70%-1338.3pp |
| Employer contribution / active EE | $334 | $2,266-85.2% | $4,675-92.8% | $2,626-87.3% |
| Participant deferral / active EE | $999 | $2,837-64.8% | $5,630-82.3% | $4,350-77.0% |
| Admin fee / account holder | $696 | $1,742-60.0% | $15,900-95.6% | $1,945-64.2% |