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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 | $56,329 | $81,331-30.7% | $155,534-63.8% | $80,935-30.4% |
| Participation rate | 18.4% | 66.3%-47.8pp | 78.2%-59.8pp | 67.7%-49.2pp |
| Annual return | 318.04% | 33.37%+284.7pp | 64.92%+253.1pp | 35.66%+282.4pp |
| Employer contribution / active EE | $270 | $3,105-91.3% | $4,675-94.2% | $2,757-90.2% |
| Participant deferral / active EE | $1,394 | $3,454-59.6% | $5,630-75.2% | $4,299-67.6% |
| Admin fee / account holder | $476 | $7,999-94.1% | $15,900-97.0% | $6,924-93.1% |