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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 | $38,953 | $88,137-55.8% | $164,975-76.4% | $74,429-47.7% |
| Participation rate | 63.4% | 73.1%-9.7pp | 78.6%-15.2pp | 67.2%-3.8pp |
| Annual return | 20.51% | 17.13%+3.4pp | 70.12%-49.6pp | 1368.38%-1347.9pp |
| Employer contribution / active EE | $555 | $2,597-78.6% | $4,343-87.2% | $2,625-78.9% |
| Participant deferral / active EE | $4,686 | $4,501+4.1% | $6,033-22.3% | $4,348+7.8% |
| Admin fee / account holder | $8,359 | $2,231+274.6% | $12,688-34.1% | $1,944+329.9% |