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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 | $21,079 | $107,368-80.4% | $92,915-77.3% | $152,909-86.2% |
| Participation rate | 31.6% | 79.8%-48.2pp | 76.0%-44.4pp | 82.5%-50.9pp |
| Annual return | 25.97% | 145.64%-119.7pp | 109.45%-83.5pp | 345.46%-319.5pp |
| Employer contribution / active EE | $13 | $4,222-99.7% | $3,653-99.6% | $4,764-99.7% |
| Participant deferral / active EE | $2,981 | $4,848-38.5% | $4,238-29.7% | $5,851-49.1% |
| Admin fee / account holder | $467 | $7,082-93.4% | $5,796-91.9% | $11,601-96.0% |