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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 | $64,179 | $49,976+28.4% | $66,674-3.7% | $82,637-22.3% |
| Participation rate | 34.3% | 63.1%-28.8pp | 73.7%-39.4pp | 68.1%-33.8pp |
| Annual return | 16.00% | 39.09%-23.1pp | 321.24%-305.2pp | 53.51%-37.5pp |
| Employer contribution / active EE | $135 | $1,988-93.2% | $2,620-94.9% | $2,552-94.7% |
| Participant deferral / active EE | $1,302 | $2,847-54.3% | $4,084-68.1% | $4,126-68.5% |
| Admin fee / account holder | $2,192 | $4,594-52.3% | $5,098-57.0% | $7,339-70.1% |