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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 | $22,379 | $55,437-59.6% | $155,534-85.6% | $74,459-69.9% |
| Participation rate | 37.0% | 61.9%-24.9pp | 78.2%-41.2pp | 67.2%-30.2pp |
| Annual return | 11.36% | 269.58%-258.2pp | 64.92%-53.6pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $154 | $2,266-93.2% | $4,675-96.7% | $2,626-94.1% |
| Participant deferral / active EE | $1,054 | $2,837-62.8% | $5,630-81.3% | $4,350-75.8% |
| Admin fee / account holder | $2,134 | $1,742+22.5% | $15,900-86.6% | $1,945+9.7% |