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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 | $25,433 | $58,726-56.7% | $142,898-82.2% | $85,847-70.4% |
| Participation rate | 57.7% | 58.5%-0.8pp | 72.0%-14.3pp | 69.3%-11.6pp |
| Annual return | 16.83% | 27.73%-10.9pp | 5639.64%-5622.8pp | 318.61%-301.8pp |
| Employer contribution / active EE | $248 | $1,424-82.6% | $4,146-94.0% | $2,565-90.3% |
| Participant deferral / active EE | $1,616 | $2,609-38.0% | $3,838-57.9% | $3,952-59.1% |
| Admin fee / account holder | $357 | $4,234-91.6% | $6,560-94.6% | $6,261-94.3% |