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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 | $12,510 | $111,785-88.8% | $93,669-86.6% | $145,877-91.4% |
| Participation rate | 16.7% | 74.2%-57.6pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 31.83% | 203.79%-172.0pp | 133.59%-101.8pp | 551.28%-519.4pp |
| Employer contribution / active EE | $336 | $3,096-89.2% | $2,424-86.2% | $4,663-92.8% |
| Participant deferral / active EE | $1,621 | $4,919-67.0% | $4,416-63.3% | $6,691-75.8% |
| Admin fee / account holder | $305 | $10,256-97.0% | $8,291-96.3% | $13,402-97.7% |