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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 | $12,234 | $96,678-87.3% | $86,640-85.9% | $139,466-91.2% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 18.82% | 106.69%-87.9pp | 592.52%-573.7pp | 373.66%-354.8pp |
| Employer contribution / active EE | $148 | $3,265-95.5% | $3,024-95.1% | $4,754-96.9% |
| Participant deferral / active EE | $855 | $4,837-82.3% | $4,438-80.7% | $6,712-87.3% |
| Admin fee / account holder | $1,031 | $6,410-83.9% | $5,616-81.6% | $11,409-91.0% |