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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 | $27,514 | $90,691-69.7% | $76,119-63.9% | $145,884-81.1% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 16.73% | 624.52%-607.8pp | 361.25%-344.5pp | 551.85%-535.1pp |
| Employer contribution / active EE | $435 | $3,329-86.9% | $2,693-83.8% | $4,662-90.7% |
| Participant deferral / active EE | $2,176 | $5,167-57.9% | $4,259-48.9% | $6,690-67.5% |
| Admin fee / account holder | $322 | $8,383-96.2% | $6,421-95.0% | $13,392-97.6% |