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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 | $100,073-75.1% | $85,126-70.7% | $145,877-82.9% |
| Participation rate | 27.3% | 74.1%-46.8pp | 67.5%-40.3pp | 80.3%-53.0pp |
| Annual return | 13.90% | 84.11%-70.2pp | 66.63%-52.7pp | 551.28%-537.4pp |
| Employer contribution / active EE | $210 | $3,236-93.5% | $2,731-92.3% | $4,663-95.5% |
| Participant deferral / active EE | $2,993 | $5,294-43.5% | $4,523-33.8% | $6,691-55.3% |
| Admin fee / account holder | $14,802 | $7,261+103.9% | $6,160+140.3% | $13,402+10.4% |