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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 | $24,817 | $157,276-84.2% | $141,177-82.4% | $152,885-83.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 23.25% | 64.33%-41.1pp | 71.40%-48.1pp | 345.39%-322.1pp |
| Employer contribution / active EE | $652 | $5,262-87.6% | $4,736-86.2% | $4,763-86.3% |
| Participant deferral / active EE | $3,829 | $7,110-46.2% | $6,710-42.9% | $5,851-34.6% |
| Admin fee / account holder | $4,065 | $12,123-66.5% | $10,263-60.4% | $11,598-65.0% |