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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 | $3,493 | $70,366-95.0% | $66,674-94.8% | $138,895-97.5% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.7%-38.7pp | 79.9%-44.9pp |
| Annual return | 13.55% | 386.41%-372.9pp | 321.24%-307.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $304 | $2,765-89.0% | $2,620-88.4% | $4,194-92.8% |
| Participant deferral / active EE | $852 | $4,374-80.5% | $4,084-79.1% | $6,396-86.7% |
| Admin fee / account holder | $867 | $5,262-83.5% | $5,098-83.0% | $12,562-93.1% |