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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 | $35,174 | $99,957-64.8% | $149,745-76.5% | $73,497-52.1% |
| Participation rate | 66.4% | 75.7%-9.3pp | 82.5%-16.1pp | 70.7%-4.3pp |
| Annual return | 130.42% | 53.87%+76.5pp | 276.72%-146.3pp | 28.51%+101.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,426 | $6,073+5.8% | $6,843-6.1% | $3,740+71.8% |
| Admin fee / account holder | $2,268 | $551+311.9% | $9,312-75.6% | $513+342.1% |