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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 | $19,548 | $88,778-78.0% | $81,844-76.1% | $145,884-86.6% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 14.76% | 1033.03%-1018.3pp | 778.87%-764.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $94 | $3,087-97.0% | $2,916-96.8% | $4,662-98.0% |
| Participant deferral / active EE | $1,613 | $4,648-65.3% | $4,323-62.7% | $6,690-75.9% |
| Admin fee / account holder | $320 | $8,430-96.2% | $7,355-95.6% | $13,392-97.6% |