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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 | $13,503 | $51,631-73.8% | $129,397-89.6% | $80,925-83.3% |
| Participation rate | 25.3% | 56.9%-31.7pp | 69.6%-44.3pp | 67.7%-42.4pp |
| Annual return | 11.84% | 20.77%-8.9pp | 9453.98%-9442.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $162 | $1,583-89.8% | $4,154-96.1% | $2,756-94.1% |
| Participant deferral / active EE | $1,213 | $2,670-54.6% | $4,167-70.9% | $4,299-71.8% |
| Admin fee / account holder | $640 | $4,309-85.1% | $7,679-91.7% | $6,940-90.8% |