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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 | $55,423-59.6% | $155,602-85.6% | $74,400-69.9% |
| Participation rate | 37.0% | 61.9%-24.9pp | 78.2%-41.2pp | 67.2%-30.2pp |
| Annual return | 11.36% | 269.07%-257.7pp | 64.81%-53.4pp | 1367.51%-1356.1pp |
| Employer contribution / active EE | $154 | $2,266-93.2% | $4,675-96.7% | $2,624-94.1% |
| Participant deferral / active EE | $1,054 | $2,835-62.8% | $5,629-81.3% | $4,348-75.8% |
| Admin fee / account holder | $2,134 | $1,744+22.3% | $15,923-86.6% | $1,944+9.8% |