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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 | $21,821 | $103,393-78.9% | $87,103-74.9% | $152,909-85.7% |
| Participation rate | 54.5% | 79.4%-24.8pp | 76.9%-22.3pp | 82.5%-27.9pp |
| Annual return | 19.47% | 28.10%-8.6pp | 28.19%-8.7pp | 345.46%-326.0pp |
| Employer contribution / active EE | $461 | $3,221-85.7% | $2,521-81.7% | $4,764-90.3% |
| Participant deferral / active EE | $2,305 | $4,778-51.8% | $4,049-43.1% | $5,851-60.6% |
| Admin fee / account holder | $4,147 | $12,195-66.0% | $7,491-44.6% | $11,601-64.3% |