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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 | $14,823 | $55,446-73.3% | $155,574-90.5% | $74,429-80.1% |
| Participation rate | 11.4% | 61.9%-50.5pp | 78.2%-66.8pp | 67.2%-55.8pp |
| Annual return | 16.28% | 269.20%-252.9pp | 64.87%-48.6pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $216 | $2,266-90.5% | $4,676-95.4% | $2,625-91.8% |
| Participant deferral / active EE | $857 | $2,836-69.8% | $5,629-84.8% | $4,348-80.3% |
| Admin fee / account holder | $905 | $1,743-48.1% | $15,914-94.3% | $1,944-53.5% |