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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 | $24,904 | $100,139-75.1% | $85,187-70.8% | $145,884-82.9% |
| Participation rate | 27.3% | 74.1%-46.8pp | 67.5%-40.2pp | 80.3%-53.0pp |
| Annual return | 13.90% | 84.15%-70.3pp | 66.67%-52.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $210 | $3,238-93.5% | $2,732-92.3% | $4,662-95.5% |
| Participant deferral / active EE | $2,993 | $5,296-43.5% | $4,525-33.8% | $6,690-55.3% |
| Admin fee / account holder | $14,802 | $7,262+103.8% | $6,162+140.2% | $13,392+10.5% |