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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 | $26,383 | $103,393-74.5% | $87,103-69.7% | $152,909-82.7% |
| Participation rate | 47.8% | 79.4%-31.5pp | 76.9%-29.0pp | 82.5%-34.6pp |
| Annual return | 22.27% | 28.10%-5.8pp | 28.19%-5.9pp | 345.46%-323.2pp |
| Employer contribution / active EE | $552 | $3,221-82.8% | $2,521-78.1% | $4,764-88.4% |
| Participant deferral / active EE | $1,763 | $4,778-63.1% | $4,049-56.5% | $5,851-69.9% |
| Admin fee / account holder | $22,532 | $12,195+84.8% | $7,491+200.8% | $11,601+94.2% |