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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 | $29,615 | $55,446-46.6% | $155,574-81.0% | $74,429-60.2% |
| Participation rate | 8.1% | 61.9%-53.8pp | 78.2%-70.1pp | 67.2%-59.2pp |
| Annual return | 21.28% | 269.20%-247.9pp | 64.87%-43.6pp | 1368.38%-1347.1pp |
| Employer contribution / active EE | $193 | $2,266-91.5% | $4,676-95.9% | $2,625-92.6% |
| Participant deferral / active EE | $843 | $2,836-70.3% | $5,629-85.0% | $4,348-80.6% |
| Admin fee / account holder | $615 | $1,743-64.7% | $15,914-96.1% | $1,944-68.4% |