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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 | $25,667 | $111,785-77.0% | $93,669-72.6% | $145,877-82.4% |
| Participation rate | 14.3% | 74.2%-59.9pp | 68.7%-54.4pp | 80.3%-66.0pp |
| Annual return | 15.20% | 203.79%-188.6pp | 133.59%-118.4pp | 551.28%-536.1pp |
| Employer contribution / active EE | $497 | $3,096-84.0% | $2,424-79.5% | $4,663-89.3% |
| Participant deferral / active EE | $1,505 | $4,919-69.4% | $4,416-65.9% | $6,691-77.5% |
| Admin fee / account holder | $15,054 | $10,256+46.8% | $8,291+81.6% | $13,402+12.3% |