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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 | $19,972 | $55,470-64.0% | $155,556-87.2% | $74,478-73.2% |
| Participation rate | 11.1% | 61.9%-50.8pp | 78.2%-67.1pp | 67.2%-56.1pp |
| Annual return | 15.93% | 269.80%-253.9pp | 64.84%-48.9pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $70 | $2,267-96.9% | $4,675-98.5% | $2,626-97.3% |
| Participant deferral / active EE | $850 | $2,838-70.0% | $5,631-84.9% | $4,350-80.5% |
| Admin fee / account holder | $522 | $1,744-70.1% | $15,885-96.7% | $1,946-73.2% |