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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 | $16,998 | $81,643-79.2% | $70,462-75.9% | $158,950-89.3% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.1%-12.6pp | 82.0%-19.5pp |
| Annual return | 6.84% | 208.51%-201.7pp | 109.08%-102.2pp | 302.91%-296.1pp |
| Employer contribution / active EE | $242 | $3,218-92.5% | $2,737-91.2% | $4,762-94.9% |
| Participant deferral / active EE | $1,504 | $4,555-67.0% | $3,710-59.5% | $5,983-74.9% |
| Admin fee / account holder | $15,330 | $6,194+147.5% | $3,845+298.7% | $11,248+36.3% |