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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 | $55,437-73.3% | $155,534-90.5% | $74,459-80.1% |
| Participation rate | 11.4% | 61.9%-50.5pp | 78.2%-66.8pp | 67.2%-55.8pp |
| Annual return | 16.28% | 269.58%-253.3pp | 64.92%-48.6pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $216 | $2,266-90.5% | $4,675-95.4% | $2,626-91.8% |
| Participant deferral / active EE | $857 | $2,837-69.8% | $5,630-84.8% | $4,350-80.3% |
| Admin fee / account holder | $905 | $1,742-48.1% | $15,900-94.3% | $1,945-53.5% |