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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 | $25,353 | $63,346-60.0% | $92,240-72.5% | $70,126-63.8% |
| Participation rate | 16.7% | 68.7%-52.0pp | 76.5%-59.8pp | 69.5%-52.9pp |
| Annual return | 17.73% | 530.19%-512.5pp | 176.29%-158.6pp | 73.15%-55.4pp |
| Employer contribution / active EE | $459 | $2,471-81.4% | $3,680-87.5% | $2,343-80.4% |
| Participant deferral / active EE | $1,494 | $2,854-47.7% | $3,897-61.7% | $3,332-55.2% |
| Admin fee / account holder | $1,984 | $3,841-48.3% | $5,194-61.8% | $4,645-57.3% |