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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 | $22,180 | $52,450-57.7% | $129,397-82.9% | $74,429-70.2% |
| Participation rate | 30.1% | 53.8%-23.7pp | 69.6%-39.5pp | 67.2%-37.1pp |
| Annual return | 12.05% | 15.65%-3.6pp | 9453.98%-9441.9pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $115 | $1,532-92.5% | $4,154-97.2% | $2,625-95.6% |
| Participant deferral / active EE | $909 | $2,797-67.5% | $4,167-78.2% | $4,348-79.1% |
| Admin fee / account holder | $1,837 | $2,636-30.3% | $7,679-76.1% | $1,944-5.5% |