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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 | $21,458 | $45,123-52.4% | $85,240-74.8% | $74,478-71.2% |
| Participation rate | 23.3% | 49.4%-26.1pp | 67.5%-44.3pp | 67.2%-43.9pp |
| Annual return | 14.13% | 26.32%-12.2pp | 66.75%-52.6pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $66 | $1,459-95.5% | $2,735-97.6% | $2,626-97.5% |
| Participant deferral / active EE | $2,395 | $2,736-12.5% | $4,527-47.1% | $4,350-45.0% |
| Admin fee / account holder | $7,626 | $2,215+244.3% | $6,165+23.7% | $1,946+291.9% |