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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 | $22,833 | $60,454-62.2% | $81,844-72.1% | $74,459-69.3% |
| Participation rate | 17.4% | 63.0%-45.6pp | 72.4%-55.0pp | 67.2%-49.9pp |
| Annual return | 24.49% | 16.87%+7.6pp | 778.87%-754.4pp | 1369.70%-1345.2pp |
| Employer contribution / active EE | $225 | $2,630-91.4% | $2,916-92.3% | $2,626-91.4% |
| Participant deferral / active EE | $994 | $3,398-70.8% | $4,323-77.0% | $4,350-77.2% |
| Admin fee / account holder | $8,993 | $1,490+503.4% | $7,355+22.3% | $1,945+362.4% |