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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 | $29,601 | $85,171-65.2% | $172,752-82.9% | $72,975-59.4% |
| Participation rate | 60.5% | 70.1%-9.5pp | 82.6%-22.1pp | 69.5%-9.0pp |
| Annual return | 19.79% | 27.32%-7.5pp | 802.97%-783.2pp | 81.01%-61.2pp |
| Employer contribution / active EE | $263 | $3,324-92.1% | $5,144-94.9% | $2,440-89.2% |
| Participant deferral / active EE | $1,435 | $3,260-56.0% | $5,198-72.4% | $3,608-60.2% |
| Admin fee / account holder | $732 | $5,880-87.5% | $13,955-94.8% | $5,124-85.7% |