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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 | $23,968 | $99,652-75.9% | $78,778-69.6% | $147,586-83.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 15.39% | 47.28%-31.9pp | 35.62%-20.2pp | 578.59%-563.2pp |
| Employer contribution / active EE | $252 | $2,796-91.0% | $1,986-87.3% | $4,876-94.8% |
| Participant deferral / active EE | $1,775 | $3,664-51.6% | $2,958-40.0% | $5,439-67.4% |
| Admin fee / account holder | $898 | $7,155-87.4% | $5,134-82.5% | $10,886-91.7% |