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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 | $24,544 | $65,434-62.5% | $98,483-75.1% | $85,847-71.4% |
| Participation rate | 23.2% | 65.0%-41.8pp | 73.3%-50.2pp | 69.3%-46.1pp |
| Annual return | 15.47% | 21.75%-6.3pp | 1494.38%-1478.9pp | 318.61%-303.1pp |
| Employer contribution / active EE | $145 | $2,169-93.3% | $2,961-95.1% | $2,565-94.3% |
| Participant deferral / active EE | $1,211 | $3,168-61.8% | $4,276-71.7% | $3,952-69.3% |
| Admin fee / account holder | $3,691 | $4,595-19.7% | $5,953-38.0% | $6,261-41.0% |