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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 | $16,891 | $76,368-77.9% | $67,681-75.0% | $154,746-89.1% |
| Participation rate | 33.3% | 79.0%-45.6pp | 73.7%-40.4pp | 80.7%-47.4pp |
| Annual return | 11.63% | 1066.77%-1055.1pp | 590.58%-579.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $91 | $3,151-97.1% | $2,678-96.6% | $4,379-97.9% |
| Participant deferral / active EE | $1,088 | $4,824-77.5% | $3,976-72.6% | $6,730-83.8% |
| Admin fee / account holder | $376 | $8,559-95.6% | $6,100-93.8% | $14,365-97.4% |