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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 | $15,921 | $55,446-71.3% | $155,574-89.8% | $74,429-78.6% |
| Participation rate | 32.6% | 61.9%-29.3pp | 78.2%-45.6pp | 67.2%-34.6pp |
| Annual return | 16.16% | 269.20%-253.0pp | 64.87%-48.7pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $290 | $2,266-87.2% | $4,676-93.8% | $2,625-89.0% |
| Participant deferral / active EE | $1,288 | $2,836-54.6% | $5,629-77.1% | $4,348-70.4% |
| Admin fee / account holder | $3,100 | $1,743+77.8% | $15,914-80.5% | $1,944+59.4% |