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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 | $23,365 | $157,829-85.2% | $136,867-82.9% | $198,609-88.2% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 18.77% | 51.25%-32.5pp | 42.97%-24.2pp | 202.70%-183.9pp |
| Employer contribution / active EE | $701 | $3,923-82.1% | $3,547-80.2% | $5,055-86.1% |
| Participant deferral / active EE | $2,396 | $5,463-56.1% | $4,924-51.3% | $6,977-65.7% |
| Admin fee / account holder | $379 | $11,107-96.6% | $10,340-96.3% | $19,030-98.0% |