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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 | $25,582 | $85,171-70.0% | $172,752-85.2% | $72,975-64.9% |
| Participation rate | 56.8% | 70.1%-13.3pp | 82.6%-25.9pp | 69.5%-12.7pp |
| Annual return | 24.02% | 27.32%-3.3pp | 802.97%-778.9pp | 81.01%-57.0pp |
| Employer contribution / active EE | $395 | $3,324-88.1% | $5,144-92.3% | $2,440-83.8% |
| Participant deferral / active EE | $1,288 | $3,260-60.5% | $5,198-75.2% | $3,608-64.3% |
| Admin fee / account holder | $1,115 | $5,880-81.0% | $13,955-92.0% | $5,124-78.2% |