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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 | $25,953 | $55,437-53.2% | $155,534-83.3% | $74,459-65.1% |
| Participation rate | 50.5% | 61.9%-11.4pp | 78.2%-27.7pp | 67.2%-16.7pp |
| Annual return | 18.21% | 269.58%-251.4pp | 64.92%-46.7pp | 1369.70%-1351.5pp |
| Employer contribution / active EE | $275 | $2,266-87.9% | $4,675-94.1% | $2,626-89.5% |
| Participant deferral / active EE | $1,172 | $2,837-58.7% | $5,630-79.2% | $4,350-73.1% |
| Admin fee / account holder | $1,959 | $1,742+12.5% | $15,900-87.7% | $1,945+0.8% |