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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 | $24,296 | $81,664-70.2% | $70,476-65.5% | $158,966-84.7% |
| Participation rate | 52.9% | 77.7%-24.8pp | 75.1%-22.1pp | 82.0%-29.0pp |
| Annual return | 19.01% | 208.59%-189.6pp | 109.12%-90.1pp | 302.95%-283.9pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,972 | $4,556+118.9% | $3,710+168.8% | $5,983+66.7% |
| Admin fee / account holder | $5,732 | $6,197-7.5% | $3,847+49.0% | $11,250-49.1% |