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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 | $19,590 | $52,961-63.0% | $172,752-88.7% | $65,185-69.9% |
| Participation rate | 44.7% | 66.2%-21.5pp | 82.6%-37.9pp | 70.2%-25.5pp |
| Annual return | 18.66% | 30.12%-11.5pp | 802.97%-784.3pp | 29.38%-10.7pp |
| Employer contribution / active EE | $245 | $2,190-88.8% | $5,144-95.2% | $2,177-88.8% |
| Participant deferral / active EE | $978 | $2,471-60.4% | $5,198-81.2% | $3,514-72.2% |
| Admin fee / account holder | $777 | $472+64.5% | $13,955-94.4% | $847-8.3% |