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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 | $16,821 | $51,638-67.4% | $129,406-87.0% | $80,959-79.2% |
| Participation rate | 19.5% | 56.9%-37.4pp | 69.6%-50.1pp | 67.7%-48.2pp |
| Annual return | 15.89% | 20.78%-4.9pp | 9468.18%-9452.3pp | 35.67%-19.8pp |
| Employer contribution / active EE | $230 | $1,584-85.5% | $4,155-94.5% | $2,757-91.7% |
| Participant deferral / active EE | $772 | $2,670-71.1% | $4,167-81.5% | $4,300-82.0% |
| Admin fee / account holder | $33,347 | $4,313+673.2% | $7,689+333.7% | $6,925+381.5% |