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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 | $26,596 | $63,346-58.0% | $92,240-71.2% | $70,126-62.1% |
| Participation rate | 54.9% | 68.7%-13.8pp | 76.5%-21.6pp | 69.5%-14.7pp |
| Annual return | 12.65% | 530.19%-517.5pp | 176.29%-163.6pp | 73.15%-60.5pp |
| Employer contribution / active EE | $274 | $2,471-88.9% | $3,680-92.5% | $2,343-88.3% |
| Participant deferral / active EE | $1,844 | $2,854-35.4% | $3,897-52.7% | $3,332-44.6% |
| Admin fee / account holder | $6,646 | $3,841+73.0% | $5,194+27.9% | $4,645+43.1% |