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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 | $12,775 | $77,901-83.6% | $149,717-91.5% | $75,181-83.0% |
| Participation rate | 13.0% | 65.6%-52.5pp | 78.8%-65.7pp | 67.2%-54.2pp |
| Annual return | 26.61% | 31.73%-5.1pp | 134.41%-107.8pp | 160.69%-134.1pp |
| Employer contribution / active EE | $69 | $3,137-97.8% | $4,820-98.6% | $2,671-97.4% |
| Participant deferral / active EE | $1,270 | $3,411-62.8% | $5,682-77.6% | $4,126-69.2% |
| Admin fee / account holder | $1,242 | $5,949-79.1% | $13,213-90.6% | $5,650-78.0% |