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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 | $17,814 | $57,305-68.9% | $86,640-79.4% | $75,173-76.3% |
| Participation rate | 27.0% | 63.2%-36.2pp | 71.7%-44.7pp | 67.2%-40.2pp |
| Annual return | 18.76% | 2674.24%-2655.5pp | 592.52%-573.8pp | 160.72%-142.0pp |
| Employer contribution / active EE | $179 | $2,316-92.3% | $3,024-94.1% | $2,671-93.3% |
| Participant deferral / active EE | $993 | $3,320-70.1% | $4,438-77.6% | $4,126-75.9% |
| Admin fee / account holder | $800 | $4,116-80.6% | $5,616-85.8% | $5,651-85.8% |