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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 | $25,162 | $72,071-65.1% | $68,368-63.2% | $137,256-81.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 15.89% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $327 | $2,788-88.3% | $2,649-87.7% | $4,156-92.1% |
| Participant deferral / active EE | $732 | $4,410-83.4% | $4,123-82.2% | $6,407-88.6% |
| Admin fee / account holder | $330 | $5,336-93.8% | $5,150-93.6% | $12,270-97.3% |