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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 | $27,901 | $49,199-43.3% | $121,210-77.0% | $75,177-62.9% |
| Participation rate | 25.4% | 55.4%-30.0pp | 69.5%-44.2pp | 67.2%-41.8pp |
| Annual return | 20.42% | 56.04%-35.6pp | 987.41%-967.0pp | 160.75%-140.3pp |
| Employer contribution / active EE | $256 | $1,547-83.4% | $4,171-93.9% | $2,671-90.4% |
| Participant deferral / active EE | $928 | $2,630-64.7% | $4,084-77.3% | $4,126-77.5% |
| Admin fee / account holder | $4,955 | $3,946+25.6% | $5,647-12.3% | $5,651-12.3% |