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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 | $22,474 | $117,846-80.9% | $102,434-78.1% | $145,884-84.6% |
| Participation rate | 27.3% | 78.6%-51.4pp | 76.5%-49.2pp | 80.3%-53.0pp |
| Annual return | 10.06% | 31.90%-21.8pp | 29.46%-19.4pp | 551.85%-541.8pp |
| Employer contribution / active EE | $250 | $3,615-93.1% | $3,023-91.7% | $4,662-94.6% |
| Participant deferral / active EE | $2,927 | $5,733-48.9% | $5,055-42.1% | $6,690-56.2% |
| Admin fee / account holder | $18,246 | $13,356+36.6% | $9,462+92.8% | $13,392+36.2% |