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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 | $22,857 | $90,530-74.8% | $76,030-69.9% | $145,897-84.3% |
| Participation rate | 22.7% | 74.4%-51.7pp | 69.1%-46.3pp | 80.3%-57.6pp |
| Annual return | 29.19% | 625.08%-595.9pp | 361.54%-332.3pp | 552.29%-523.1pp |
| Employer contribution / active EE | $126 | $3,319-96.2% | $2,688-95.3% | $4,663-97.3% |
| Participant deferral / active EE | $1,250 | $5,164-75.8% | $4,257-70.6% | $6,689-81.3% |
| Admin fee / account holder | $4,473 | $8,383-46.6% | $6,421-30.3% | $13,390-66.6% |