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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 | $25,851 | $103,393-75.0% | $87,103-70.3% | $152,909-83.1% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.9%-51.9pp | 82.5%-57.5pp |
| Annual return | 14.11% | 28.10%-14.0pp | 28.19%-14.1pp | 345.46%-331.4pp |
| Employer contribution / active EE | $553 | $3,221-82.8% | $2,521-78.1% | $4,764-88.4% |
| Participant deferral / active EE | $4,591 | $4,778-3.9% | $4,049+13.4% | $5,851-21.5% |
| Admin fee / account holder | $1,953 | $12,195-84.0% | $7,491-73.9% | $11,601-83.2% |