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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 | $12,741 | $100,911-87.4% | $90,440-85.9% | $158,966-92.0% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.7%-50.5pp | 82.0%-59.7pp |
| Annual return | 10.67% | 1726.62%-1716.0pp | 1294.38%-1283.7pp | 302.95%-292.3pp |
| Employer contribution / active EE | $145 | $3,690-96.1% | $3,263-95.6% | $4,762-97.0% |
| Participant deferral / active EE | $764 | $4,348-82.4% | $3,964-80.7% | $5,983-87.2% |
| Admin fee / account holder | $3,340 | $6,507-48.7% | $5,615-40.5% | $11,250-70.3% |