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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 | $14,068 | $55,446-74.6% | $155,574-91.0% | $74,429-81.1% |
| Participation rate | 26.7% | 61.9%-35.2pp | 78.2%-51.5pp | 67.2%-40.5pp |
| Annual return | 16.11% | 269.20%-253.1pp | 64.87%-48.8pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $272 | $2,266-88.0% | $4,676-94.2% | $2,625-89.6% |
| Participant deferral / active EE | $931 | $2,836-67.2% | $5,629-83.5% | $4,348-78.6% |
| Admin fee / account holder | $1,431 | $1,743-17.9% | $15,914-91.0% | $1,944-26.4% |