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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 | $23,057 | $63,342-63.6% | $92,236-75.0% | $70,131-67.1% |
| Participation rate | 53.8% | 68.7%-14.8pp | 76.5%-22.6pp | 69.5%-15.7pp |
| Annual return | 13.93% | 530.15%-516.2pp | 176.29%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $51 | $2,471-97.9% | $3,679-98.6% | $2,342-97.8% |
| Participant deferral / active EE | $1,147 | $2,854-59.8% | $3,897-70.6% | $3,332-65.6% |
| Admin fee / account holder | $1,356 | $3,840-64.7% | $5,194-73.9% | $4,645-70.8% |