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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 | $27,847 | $118,877-76.6% | $96,570-71.2% | $167,536-83.4% |
| Participation rate | 63.2% | 75.5%-12.3pp | 69.8%-6.7pp | 82.1%-19.0pp |
| Annual return | 9.08% | 50.50%-41.4pp | 37.79%-28.7pp | 478.82%-469.7pp |
| Employer contribution / active EE | $296 | $3,121-90.5% | $2,357-87.4% | $4,839-93.9% |
| Participant deferral / active EE | $1,485 | $4,617-67.8% | $3,849-61.4% | $6,342-76.6% |
| Admin fee / account holder | $2,724 | $8,069-66.2% | $6,182-55.9% | $12,315-77.9% |