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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 | $9,860 | $102,595-90.4% | $94,057-89.5% | $154,746-93.6% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 80.7%-58.5pp |
| Annual return | 13.90% | 583.42%-569.5pp | 480.62%-466.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $138 | $3,147-95.6% | $2,933-95.3% | $4,379-96.9% |
| Participant deferral / active EE | $1,577 | $5,118-69.2% | $4,709-66.5% | $6,730-76.6% |
| Admin fee / account holder | $15,000 | $7,736+93.9% | $7,244+107.1% | $14,365+4.4% |