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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 | $26,302 | $51,606-49.0% | $129,339-79.7% | $80,911-67.5% |
| Participation rate | 37.5% | 57.0%-19.5pp | 69.6%-32.1pp | 67.6%-30.1pp |
| Annual return | 11.62% | 20.76%-9.1pp | 9437.05%-9425.4pp | 35.63%-24.0pp |
| Employer contribution / active EE | $74 | $1,582-95.3% | $4,154-98.2% | $2,756-97.3% |
| Participant deferral / active EE | $958 | $2,669-64.1% | $4,170-77.0% | $4,297-77.7% |
| Admin fee / account holder | $513 | $4,310-88.1% | $7,668-93.3% | $6,935-92.6% |