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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 | $57,779 | $49,897+15.8% | $80,648-28.4% | $75,177-23.1% |
| Participation rate | 17.3% | 55.3%-38.0pp | 67.0%-49.7pp | 67.2%-49.9pp |
| Annual return | 18.08% | 34.68%-16.6pp | 937.21%-919.1pp | 160.75%-142.7pp |
| Employer contribution / active EE | $113 | $1,699-93.4% | $2,724-95.9% | $2,671-95.8% |
| Participant deferral / active EE | $773 | $2,992-74.2% | $4,443-82.6% | $4,126-81.3% |
| Admin fee / account holder | $2,615 | $3,579-26.9% | $5,382-51.4% | $5,651-53.7% |