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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 | $22,885 | $105,960-78.4% | $81,726-72.0% | $158,982-85.6% |
| Participation rate | 52.2% | 75.6%-23.4pp | 72.0%-19.8pp | 82.0%-29.8pp |
| Annual return | 7.93% | 38.19%-30.3pp | 29.49%-21.6pp | 302.99%-295.1pp |
| Employer contribution / active EE | $52 | $7,805-99.3% | $4,311-98.8% | $4,763-98.9% |
| Participant deferral / active EE | $1,195 | $13,011-90.8% | $7,108-83.2% | $5,983-80.0% |
| Admin fee / account holder | $8,147 | $8,494-4.1% | $5,160+57.9% | $11,252-27.6% |