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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 | $19,839 | $107,941-81.6% | $91,994-78.4% | $152,909-87.0% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 21.79% | 89.28%-67.5pp | 69.04%-47.3pp | 345.46%-323.7pp |
| Employer contribution / active EE | $140 | $4,212-96.7% | $3,453-95.9% | $4,764-97.1% |
| Participant deferral / active EE | $4,307 | $6,366-32.3% | $5,924-27.3% | $5,851-26.4% |
| Admin fee / account holder | $425 | $10,521-96.0% | $7,744-94.5% | $11,601-96.3% |