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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 | $28,358 | $157,829-82.0% | $136,867-79.3% | $198,609-85.7% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 20.77% | 51.25%-30.5pp | 42.97%-22.2pp | 202.70%-181.9pp |
| Employer contribution / active EE | $490 | $3,923-87.5% | $3,547-86.2% | $5,055-90.3% |
| Participant deferral / active EE | $1,828 | $5,463-66.5% | $4,924-62.9% | $6,977-73.8% |
| Admin fee / account holder | $315 | $11,107-97.2% | $10,340-97.0% | $19,030-98.3% |