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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 | $27,240 | $107,368-74.6% | $92,915-70.7% | $152,909-82.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 17.44% | 145.64%-128.2pp | 109.45%-92.0pp | 345.46%-328.0pp |
| Employer contribution / active EE | $352 | $4,222-91.7% | $3,653-90.4% | $4,764-92.6% |
| Participant deferral / active EE | $1,410 | $4,848-70.9% | $4,238-66.7% | $5,851-75.9% |
| Admin fee / account holder | $1,023 | $7,082-85.6% | $5,796-82.4% | $11,601-91.2% |