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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 | $16,532 | $51,631-68.0% | $129,397-87.2% | $80,925-79.6% |
| Participation rate | 30.1% | 56.9%-26.8pp | 69.6%-39.5pp | 67.7%-37.5pp |
| Annual return | 13.71% | 20.77%-7.1pp | 9453.98%-9440.3pp | 35.65%-21.9pp |
| Employer contribution / active EE | $35 | $1,583-97.8% | $4,154-99.2% | $2,756-98.7% |
| Participant deferral / active EE | $894 | $2,670-66.5% | $4,167-78.5% | $4,299-79.2% |
| Admin fee / account holder | $3,915 | $4,309-9.1% | $7,679-49.0% | $6,940-43.6% |