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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 | $23,990 | $53,127-54.8% | $86,597-72.3% | $70,131-65.8% |
| Participation rate | 61.5% | 65.3%-3.8pp | 73.5%-12.0pp | 69.5%-8.0pp |
| Annual return | 59.84% | 27.66%+32.2pp | 964.96%-905.1pp | 73.14%-13.3pp |
| Employer contribution / active EE | $191 | $2,068-90.7% | $2,840-93.3% | $2,342-91.8% |
| Participant deferral / active EE | $1,021 | $2,696-62.1% | $3,609-71.7% | $3,332-69.4% |
| Admin fee / account holder | $393 | $3,585-89.0% | $4,906-92.0% | $4,645-91.5% |