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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 | $9,105 | $76,368-88.1% | $67,681-86.5% | $154,746-94.1% |
| Participation rate | 56.5% | 79.0%-22.4pp | 73.7%-17.2pp | 80.7%-24.2pp |
| Annual return | 15.18% | 1066.77%-1051.6pp | 590.58%-575.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $239 | $3,151-92.4% | $2,678-91.1% | $4,379-94.5% |
| Participant deferral / active EE | $1,462 | $4,824-69.7% | $3,976-63.2% | $6,730-78.3% |
| Admin fee / account holder | $1,627 | $8,559-81.0% | $6,100-73.3% | $14,365-88.7% |