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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 | $45,043 | $232,540-80.6% | $185,117-75.7% | $147,586-69.5% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 12.80% | 43.03%-30.2pp | 40.50%-27.7pp | 578.59%-565.8pp |
| Employer contribution / active EE | $28 | $5,195-99.5% | $4,182-99.3% | $4,876-99.4% |
| Participant deferral / active EE | $7,337 | $5,834+25.8% | $5,045+45.4% | $5,439+34.9% |
| Admin fee / account holder | $20,943 | $10,275+103.8% | $8,159+156.7% | $10,886+92.4% |