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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 | $15,049 | $102,663-85.3% | $86,216-82.5% | $139,466-89.2% |
| Participation rate | 53.3% | 74.5%-21.2pp | 69.0%-15.6pp | 80.3%-27.0pp |
| Annual return | 17.72% | 1924.52%-1906.8pp | 1169.42%-1151.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $511 | $3,035-83.2% | $2,382-78.6% | $4,754-89.3% |
| Participant deferral / active EE | $2,022 | $4,677-56.8% | $3,986-49.3% | $6,712-69.9% |
| Admin fee / account holder | $4,064 | $8,663-53.1% | $6,853-40.7% | $11,409-64.4% |