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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 | $10,163 | $95,580-89.4% | $76,872-86.8% | $139,466-92.7% |
| Participation rate | 60.0% | 74.0%-14.0pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 17.52% | 55.00%-37.5pp | 37.90%-20.4pp | 373.66%-356.1pp |
| Employer contribution / active EE | $180 | $3,145-94.3% | $2,533-92.9% | $4,754-96.2% |
| Participant deferral / active EE | $3,183 | $4,623-31.1% | $3,832-16.9% | $6,712-52.6% |
| Admin fee / account holder | $14,605 | $8,302+75.9% | $5,476+166.7% | $11,409+28.0% |