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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 | $22,621 | $76,368-70.4% | $67,681-66.6% | $154,746-85.4% |
| Participation rate | 17.4% | 79.0%-61.6pp | 73.7%-56.3pp | 80.7%-63.3pp |
| Annual return | 27.68% | 1066.77%-1039.1pp | 590.58%-562.9pp | 172.34%-144.7pp |
| Employer contribution / active EE | $264 | $3,151-91.6% | $2,678-90.1% | $4,379-94.0% |
| Participant deferral / active EE | $1,931 | $4,824-60.0% | $3,976-51.4% | $6,730-71.3% |
| Admin fee / account holder | $3,092 | $8,559-63.9% | $6,100-49.3% | $14,365-78.5% |