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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 | $25,484 | $99,079-74.3% | $78,002-67.3% | $273,972-90.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 4.86% | 217.93%-213.1pp | 425.99%-421.1pp | 41.46%-36.6pp |
| Employer contribution / active EE | $313 | $3,308-90.5% | $2,470-87.3% | $4,869-93.6% |
| Participant deferral / active EE | $1,250 | $4,306-71.0% | $3,497-64.2% | $5,287-76.4% |
| Admin fee / account holder | $440 | $8,954-95.1% | $5,481-92.0% | $10,133-95.7% |