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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 | $55,470-46.6% | $155,556-81.0% | $74,478-60.2% |
| Participation rate | 8.1% | 61.9%-53.8pp | 78.2%-70.2pp | 67.2%-59.2pp |
| Annual return | 21.28% | 269.80%-248.5pp | 64.84%-43.6pp | 1370.56%-1349.3pp |
| Employer contribution / active EE | $193 | $2,267-91.5% | $4,675-95.9% | $2,626-92.6% |
| Participant deferral / active EE | $843 | $2,838-70.3% | $5,631-85.0% | $4,350-80.6% |
| Admin fee / account holder | $615 | $1,744-64.8% | $15,885-96.1% | $1,946-68.4% |