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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 | $28,512 | $99,652-71.4% | $78,778-63.8% | $147,586-80.7% |
| Participation rate | 22.2% | 76.2%-54.0pp | 69.2%-47.0pp | 82.8%-60.6pp |
| Annual return | 21.91% | 47.28%-25.4pp | 35.62%-13.7pp | 578.59%-556.7pp |
| Employer contribution / active EE | $222 | $2,796-92.1% | $1,986-88.8% | $4,876-95.4% |
| Participant deferral / active EE | $2,022 | $3,664-44.8% | $2,958-31.6% | $5,439-62.8% |
| Admin fee / account holder | $334 | $7,155-95.3% | $5,134-93.5% | $10,886-96.9% |