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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 | $28,357 | $85,171-66.7% | $172,752-83.6% | $72,975-61.1% |
| Participation rate | 54.5% | 70.1%-15.5pp | 82.6%-28.1pp | 69.5%-14.9pp |
| Annual return | 22.51% | 27.32%-4.8pp | 802.97%-780.5pp | 81.01%-58.5pp |
| Employer contribution / active EE | $272 | $3,324-91.8% | $5,144-94.7% | $2,440-88.9% |
| Participant deferral / active EE | $2,552 | $3,260-21.7% | $5,198-50.9% | $3,608-29.3% |
| Admin fee / account holder | $1,249 | $5,880-78.8% | $13,955-91.0% | $5,124-75.6% |