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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 | $19,299 | $57,330-66.3% | $86,656-77.7% | $75,177-74.3% |
| Participation rate | 27.9% | 63.2%-35.3pp | 71.7%-43.8pp | 67.2%-39.3pp |
| Annual return | 23.93% | 2675.40%-2651.5pp | 593.09%-569.2pp | 160.75%-136.8pp |
| Employer contribution / active EE | $277 | $2,316-88.0% | $3,025-90.8% | $2,671-89.6% |
| Participant deferral / active EE | $910 | $3,320-72.6% | $4,439-79.5% | $4,126-77.9% |
| Admin fee / account holder | $8,017 | $4,115+94.8% | $5,619+42.7% | $5,651+41.9% |