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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 | $34,502 | $51,638-33.2% | $68,368-49.5% | $82,448-58.2% |
| Participation rate | 39.6% | 63.6%-24.0pp | 73.8%-34.1pp | 68.1%-28.4pp |
| Annual return | 99.02% | 37.53%+61.5pp | 292.57%-193.6pp | 41.64%+57.4pp |
| Employer contribution / active EE | $186 | $2,047-90.9% | $2,649-93.0% | $2,551-92.7% |
| Participant deferral / active EE | $545 | $2,914-81.3% | $4,123-86.8% | $4,139-86.8% |
| Admin fee / account holder | $347 | $4,643-92.5% | $5,150-93.3% | $7,234-95.2% |