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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 | $22,024 | $227,566-90.3% | $189,558-88.4% | $167,518-86.9% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.5%-22.9pp | 82.1%-26.6pp |
| Annual return | 8.10% | 78.43%-70.3pp | 64.19%-56.1pp | 478.71%-470.6pp |
| Employer contribution / active EE | $390 | $5,316-92.7% | $4,412-91.2% | $4,838-91.9% |
| Participant deferral / active EE | $1,499 | $7,002-78.6% | $6,174-75.7% | $6,342-76.4% |
| Admin fee / account holder | $19,704 | $11,881+65.8% | $9,809+100.9% | $12,312+60.0% |