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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 | $27,290 | $55,446-50.8% | $155,574-82.5% | $74,429-63.3% |
| Participation rate | 56.9% | 61.9%-5.0pp | 78.2%-21.3pp | 67.2%-10.4pp |
| Annual return | 14.50% | 269.20%-254.7pp | 64.87%-50.4pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $233 | $2,266-89.7% | $4,676-95.0% | $2,625-91.1% |
| Participant deferral / active EE | $1,536 | $2,836-45.8% | $5,629-72.7% | $4,348-64.7% |
| Admin fee / account holder | $5,991 | $1,743+243.7% | $15,914-62.4% | $1,944+208.1% |