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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 | $15,321 | $111,878-86.3% | $93,727-83.7% | $145,897-89.5% |
| Participation rate | 57.9% | 74.2%-16.3pp | 68.7%-10.8pp | 80.3%-22.4pp |
| Annual return | 9.96% | 204.28%-194.3pp | 133.83%-123.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $256 | $3,092-91.7% | $2,421-89.4% | $4,663-94.5% |
| Participant deferral / active EE | $1,645 | $4,920-66.6% | $4,417-62.8% | $6,689-75.4% |
| Admin fee / account holder | $5,436 | $10,256-47.0% | $8,292-34.4% | $13,390-59.4% |