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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 | $22,558 | $55,472-59.3% | $155,567-85.5% | $74,546-69.7% |
| Participation rate | 27.7% | 61.9%-34.2pp | 78.2%-50.5pp | 67.2%-39.5pp |
| Annual return | 12.93% | 268.72%-255.8pp | 64.74%-51.8pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $150 | $2,269-93.4% | $4,674-96.8% | $2,624-94.3% |
| Participant deferral / active EE | $960 | $2,838-66.2% | $5,628-82.9% | $4,347-77.9% |
| Admin fee / account holder | $887 | $1,743-49.1% | $15,916-94.4% | $1,944-54.4% |