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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 | $19,739 | $104,924-81.2% | $84,623-76.7% | $152,885-87.1% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 21.82% | 373.82%-352.0pp | 258.77%-236.9pp | 345.39%-323.6pp |
| Employer contribution / active EE | $273 | $3,302-91.7% | $2,652-89.7% | $4,763-94.3% |
| Participant deferral / active EE | $1,892 | $4,689-59.7% | $3,899-51.5% | $5,851-67.7% |
| Admin fee / account holder | $2,437 | $6,242-60.9% | $4,913-50.4% | $11,598-79.0% |