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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 | $13,221 | $90,530-85.4% | $76,030-82.6% | $145,897-90.9% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 9.81% | 625.08%-615.3pp | 361.54%-351.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $52 | $3,319-98.4% | $2,688-98.1% | $4,663-98.9% |
| Participant deferral / active EE | $1,236 | $5,164-76.1% | $4,257-71.0% | $6,689-81.5% |
| Admin fee / account holder | $805 | $8,383-90.4% | $6,421-87.5% | $13,390-94.0% |