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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 | $26,650 | $107,368-75.2% | $92,915-71.3% | $152,909-82.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 18.67% | 145.64%-127.0pp | 109.45%-90.8pp | 345.46%-326.8pp |
| Employer contribution / active EE | $151 | $4,222-96.4% | $3,653-95.9% | $4,764-96.8% |
| Participant deferral / active EE | $1,498 | $4,848-69.1% | $4,238-64.6% | $5,851-74.4% |
| Admin fee / account holder | $4,632 | $7,082-34.6% | $5,796-20.1% | $11,601-60.1% |