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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 | $16,645 | $55,423-70.0% | $155,602-89.3% | $74,400-77.6% |
| Participation rate | 25.6% | 61.9%-36.3pp | 78.2%-52.6pp | 67.2%-41.6pp |
| Annual return | 11.59% | 269.07%-257.5pp | 64.81%-53.2pp | 1367.51%-1355.9pp |
| Employer contribution / active EE | $234 | $2,266-89.7% | $4,675-95.0% | $2,624-91.1% |
| Participant deferral / active EE | $1,125 | $2,835-60.3% | $5,629-80.0% | $4,348-74.1% |
| Admin fee / account holder | $3,605 | $1,744+106.6% | $15,923-77.4% | $1,944+85.5% |