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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 | $24,961 | $157,276-84.1% | $141,177-82.3% | $152,885-83.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 25.81% | 64.33%-38.5pp | 71.40%-45.6pp | 345.39%-319.6pp |
| Employer contribution / active EE | $28 | $5,262-99.5% | $4,736-99.4% | $4,763-99.4% |
| Participant deferral / active EE | $10,852 | $7,110+52.6% | $6,710+61.7% | $5,851+85.5% |
| Admin fee / account holder | $10,040 | $12,123-17.2% | $10,263-2.2% | $11,598-13.4% |