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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 | $19,855 | $69,248-71.3% | $64,101-69.0% | $139,466-85.8% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 10.40% | 45.95%-35.5pp | 33.72%-23.3pp | 373.66%-363.3pp |
| Employer contribution / active EE | $238 | $3,185-92.5% | $2,749-91.3% | $4,754-95.0% |
| Participant deferral / active EE | $1,341 | $4,682-71.4% | $3,881-65.4% | $6,712-80.0% |
| Admin fee / account holder | $4,555 | $4,247+7.2% | $3,070+48.4% | $11,409-60.1% |