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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 | $20,706 | $51,642-59.9% | $129,384-84.0% | $80,935-74.4% |
| Participation rate | 17.9% | 56.9%-39.1pp | 69.6%-51.8pp | 67.7%-49.8pp |
| Annual return | 14.08% | 20.78%-6.7pp | 9461.77%-9447.7pp | 35.66%-21.6pp |
| Employer contribution / active EE | $274 | $1,583-82.7% | $4,153-93.4% | $2,757-90.1% |
| Participant deferral / active EE | $751 | $2,670-71.9% | $4,166-82.0% | $4,299-82.5% |
| Admin fee / account holder | $1,050 | $4,312-75.6% | $7,686-86.3% | $6,924-84.8% |