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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 | $23,639 | $117,829-79.9% | $102,423-76.9% | $145,877-83.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 10.99% | 31.83%-20.8pp | 29.42%-18.4pp | 551.28%-540.3pp |
| Employer contribution / active EE | $450 | $3,615-87.6% | $3,023-85.1% | $4,663-90.4% |
| Participant deferral / active EE | $3,614 | $5,732-37.0% | $5,054-28.5% | $6,691-46.0% |
| Admin fee / account holder | $155,920 | $13,335+1069.2% | $9,455+1549.2% | $13,402+1063.4% |