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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 | $25,431 | $111,785-77.2% | $93,669-72.8% | $145,877-82.6% |
| Participation rate | 65.0% | 74.2%-9.2pp | 68.7%-3.7pp | 80.3%-15.3pp |
| Annual return | 7.99% | 203.79%-195.8pp | 133.59%-125.6pp | 551.28%-543.3pp |
| Employer contribution / active EE | $466 | $3,096-85.0% | $2,424-80.8% | $4,663-90.0% |
| Participant deferral / active EE | $3,255 | $4,919-33.8% | $4,416-26.3% | $6,691-51.4% |
| Admin fee / account holder | $28,089 | $10,256+173.9% | $8,291+238.8% | $13,402+109.6% |