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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 | $23,616 | $51,642-54.3% | $129,384-81.7% | $80,935-70.8% |
| Participation rate | 33.0% | 56.9%-23.9pp | 69.6%-36.7pp | 67.7%-34.7pp |
| Annual return | 17.21% | 20.78%-3.6pp | 9461.77%-9444.6pp | 35.66%-18.5pp |
| Employer contribution / active EE | $302 | $1,583-80.9% | $4,153-92.7% | $2,757-89.0% |
| Participant deferral / active EE | $1,349 | $2,670-49.5% | $4,166-67.6% | $4,299-68.6% |
| Admin fee / account holder | $790 | $4,312-81.7% | $7,686-89.7% | $6,924-88.6% |