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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 | $26,299 | $104,924-74.9% | $84,623-68.9% | $152,885-82.8% |
| Participation rate | 63.6% | 74.8%-11.2pp | 68.2%-4.6pp | 82.5%-18.8pp |
| Annual return | 16.60% | 373.82%-357.2pp | 258.77%-242.2pp | 345.39%-328.8pp |
| Employer contribution / active EE | $277 | $3,302-91.6% | $2,652-89.6% | $4,763-94.2% |
| Participant deferral / active EE | $1,709 | $4,689-63.6% | $3,899-56.2% | $5,851-70.8% |
| Admin fee / account holder | $9,447 | $6,242+51.4% | $4,913+92.3% | $11,598-18.5% |