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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 | $56,275 | $63,346-11.2% | $92,240-39.0% | $70,126-19.8% |
| Participation rate | 16.7% | 68.7%-52.0pp | 76.5%-59.8pp | 69.5%-52.9pp |
| Annual return | 17.25% | 530.19%-512.9pp | 176.29%-159.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $22 | $2,471-99.1% | $3,680-99.4% | $2,343-99.1% |
| Participant deferral / active EE | $1,903 | $2,854-33.3% | $3,897-51.2% | $3,332-42.9% |
| Admin fee / account holder | $579 | $3,841-84.9% | $5,194-88.9% | $4,645-87.5% |