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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 | $24,320 | $102,663-76.3% | $86,216-71.8% | $139,466-82.6% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 11.84% | 1924.52%-1912.7pp | 1169.42%-1157.6pp | 373.66%-361.8pp |
| Employer contribution / active EE | $489 | $3,035-83.9% | $2,382-79.5% | $4,754-89.7% |
| Participant deferral / active EE | $1,956 | $4,677-58.2% | $3,986-50.9% | $6,712-70.9% |
| Admin fee / account holder | $12,827 | $8,663+48.1% | $6,853+87.2% | $11,409+12.4% |