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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 | $31,583 | $106,905-70.5% | $84,020-62.4% | $152,885-79.3% |
| Participation rate | 21.7% | 75.2%-53.5pp | 69.0%-47.3pp | 82.5%-60.7pp |
| Annual return | 9.17% | 105.00%-95.8pp | 71.31%-62.1pp | 345.39%-336.2pp |
| Employer contribution / active EE | $18 | $2,735-99.3% | $1,984-99.1% | $4,763-99.6% |
| Participant deferral / active EE | $1,250 | $4,012-68.8% | $3,239-61.4% | $5,851-78.6% |
| Admin fee / account holder | $8,718 | $8,287+5.2% | $6,101+42.9% | $11,598-24.8% |