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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 | $6,210 | $88,702-93.0% | $81,780-92.4% | $145,978-95.7% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 12.27% | 1029.12%-1016.9pp | 776.27%-764.0pp | 550.52%-538.2pp |
| Employer contribution / active EE | $261 | $3,084-91.5% | $2,914-91.0% | $4,662-94.4% |
| Participant deferral / active EE | $868 | $4,645-81.3% | $4,321-79.9% | $6,690-87.0% |
| Admin fee / account holder | $1,820 | $8,414-78.4% | $7,384-75.3% | $13,400-86.4% |