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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 | $15,362 | $85,169-82.0% | $172,755-91.1% | $72,983-79.0% |
| Participation rate | 65.2% | 70.1%-4.8pp | 82.6%-17.4pp | 69.5%-4.3pp |
| Annual return | 24.93% | 27.32%-2.4pp | 802.94%-778.0pp | 81.01%-56.1pp |
| Employer contribution / active EE | $163 | $3,324-95.1% | $5,144-96.8% | $2,440-93.3% |
| Participant deferral / active EE | $1,977 | $3,260-39.3% | $5,198-62.0% | $3,608-45.2% |
| Admin fee / account holder | $488 | $5,880-91.7% | $13,955-96.5% | $5,124-90.5% |