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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 | $27,481 | $99,079-72.3% | $78,002-64.8% | $273,972-90.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 3.22% | 217.93%-214.7pp | 425.99%-422.8pp | 41.46%-38.2pp |
| Employer contribution / active EE | $293 | $3,308-91.1% | $2,470-88.1% | $4,869-94.0% |
| Participant deferral / active EE | $1,171 | $4,306-72.8% | $3,497-66.5% | $5,287-77.9% |
| Admin fee / account holder | $1,558 | $8,954-82.6% | $5,481-71.6% | $10,133-84.6% |