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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 | $34,913 | $106,905-67.3% | $84,020-58.4% | $152,885-77.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 25.64% | 105.00%-79.4pp | 71.31%-45.7pp | 345.39%-319.7pp |
| Employer contribution / active EE | $370 | $2,735-86.5% | $1,984-81.3% | $4,763-92.2% |
| Participant deferral / active EE | $3,389 | $4,012-15.5% | $3,239+4.6% | $5,851-42.1% |
| Admin fee / account holder | $1,199 | $8,287-85.5% | $6,101-80.3% | $11,598-89.7% |