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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 | $88,186-55.8% | $165,071-76.4% | $74,459-47.7% |
| Participation rate | 63.4% | 73.1%-9.7pp | 78.6%-15.2pp | 67.2%-3.8pp |
| Annual return | 20.51% | 17.13%+3.4pp | 70.17%-49.7pp | 1369.70%-1349.2pp |
| Employer contribution / active EE | $555 | $2,600-78.7% | $4,347-87.2% | $2,626-78.9% |
| Participant deferral / active EE | $4,686 | $4,505+4.0% | $6,035-22.4% | $4,350+7.7% |
| Admin fee / account holder | $8,359 | $2,234+274.1% | $12,695-34.2% | $1,945+329.8% |