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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 | $14,330 | $65,434-78.1% | $98,483-85.4% | $85,847-83.3% |
| Participation rate | 44.4% | 65.0%-20.6pp | 73.3%-28.9pp | 69.3%-24.9pp |
| Annual return | 13.88% | 21.75%-7.9pp | 1494.38%-1480.5pp | 318.61%-304.7pp |
| Employer contribution / active EE | $174 | $2,169-92.0% | $2,961-94.1% | $2,565-93.2% |
| Participant deferral / active EE | $926 | $3,168-70.8% | $4,276-78.4% | $3,952-76.6% |
| Admin fee / account holder | $1,421 | $4,595-69.1% | $5,953-76.1% | $6,261-77.3% |