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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 | $24,501 | $48,327-49.3% | $67,575-63.7% | $80,935-69.7% |
| Participation rate | 12.5% | 66.4%-53.9pp | 72.9%-60.4pp | 67.7%-55.2pp |
| Annual return | 23.68% | 18.31%+5.4pp | 3528.98%-3505.3pp | 35.66%-12.0pp |
| Employer contribution / active EE | $186 | $2,022-90.8% | $2,736-93.2% | $2,757-93.3% |
| Participant deferral / active EE | $891 | $2,927-69.6% | $4,003-77.8% | $4,299-79.3% |
| Admin fee / account holder | $1,716 | $3,692-53.5% | $3,993-57.0% | $6,924-75.2% |