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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 | $33,554 | $111,785-70.0% | $93,669-64.2% | $145,877-77.0% |
| Participation rate | 55.0% | 74.2%-19.2pp | 68.7%-13.7pp | 80.3%-25.3pp |
| Annual return | 10.63% | 203.79%-193.2pp | 133.59%-123.0pp | 551.28%-540.7pp |
| Employer contribution / active EE | $337 | $3,096-89.1% | $2,424-86.1% | $4,663-92.8% |
| Participant deferral / active EE | $1,711 | $4,919-65.2% | $4,416-61.3% | $6,691-74.4% |
| Admin fee / account holder | $7,046 | $10,256-31.3% | $8,291-15.0% | $13,402-47.4% |