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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 | $111,830-70.0% | $93,696-64.2% | $145,884-77.0% |
| Participation rate | 55.0% | 74.2%-19.2pp | 68.7%-13.7pp | 80.3%-25.3pp |
| Annual return | 10.63% | 204.08%-193.4pp | 133.74%-123.1pp | 551.85%-541.2pp |
| Employer contribution / active EE | $337 | $3,093-89.1% | $2,422-86.1% | $4,662-92.8% |
| Participant deferral / active EE | $1,711 | $4,920-65.2% | $4,417-61.3% | $6,690-74.4% |
| Admin fee / account holder | $7,046 | $10,249-31.3% | $8,287-15.0% | $13,392-47.4% |