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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 | $22,377 | $124,330-82.0% | $109,173-79.5% | $167,536-86.6% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 19.07% | 26.04%-7.0pp | 25.75%-6.7pp | 478.82%-459.7pp |
| Employer contribution / active EE | $706 | $4,209-83.2% | $3,723-81.0% | $4,839-85.4% |
| Participant deferral / active EE | $4,915 | $5,256-6.5% | $4,654+5.6% | $6,342-22.5% |
| Admin fee / account holder | $2,028 | $7,974-74.6% | $6,755-70.0% | $12,315-83.5% |