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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 | $24,024 | $99,011-75.7% | $86,582-72.3% | $147,586-83.7% |
| Participation rate | 56.3% | 76.3%-20.1pp | 73.5%-17.3pp | 82.8%-26.6pp |
| Annual return | 11.16% | 1312.75%-1301.6pp | 965.08%-953.9pp | 578.59%-567.4pp |
| Employer contribution / active EE | $18 | $3,132-99.4% | $2,839-99.4% | $4,876-99.6% |
| Participant deferral / active EE | $881 | $3,972-77.8% | $3,609-75.6% | $5,439-83.8% |
| Admin fee / account holder | $827 | $5,709-85.5% | $4,904-83.1% | $10,886-92.4% |