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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 | $56,660 | $104,664-45.9% | $85,693-33.9% | $167,518-66.2% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.9%-44.9pp | 82.1%-57.1pp |
| Annual return | 10.19% | 21.45%-11.3pp | 21.49%-11.3pp | 478.71%-468.5pp |
| Employer contribution / active EE | $150 | $3,337-95.5% | $2,618-94.3% | $4,838-96.9% |
| Participant deferral / active EE | $1,625 | $4,824-66.3% | $3,923-58.6% | $6,342-74.4% |
| Admin fee / account holder | $565 | $10,032-94.4% | $6,874-91.8% | $12,312-95.4% |