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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 | $18,648 | $52,450-64.4% | $129,339-85.6% | $74,400-74.9% |
| Participation rate | 52.6% | 53.8%-1.2pp | 69.6%-17.0pp | 67.2%-14.6pp |
| Annual return | 13.61% | 15.65%-2.0pp | 9437.05%-9423.4pp | 1367.51%-1353.9pp |
| Employer contribution / active EE | $325 | $1,532-78.8% | $4,154-92.2% | $2,624-87.6% |
| Participant deferral / active EE | $1,042 | $2,797-62.8% | $4,170-75.0% | $4,348-76.0% |
| Admin fee / account holder | $451 | $2,636-82.9% | $7,668-94.1% | $1,944-76.8% |