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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 | $26,808 | $102,385-73.8% | $147,080-81.8% | $80,935-66.9% |
| Participation rate | 47.1% | 75.9%-28.8pp | 82.2%-35.1pp | 67.7%-20.6pp |
| Annual return | 36.76% | 135.09%-98.3pp | 420.17%-383.4pp | 35.66%+1.1pp |
| Employer contribution / active EE | $389 | $3,717-89.5% | $4,933-92.1% | $2,757-85.9% |
| Participant deferral / active EE | $4,686 | $6,651-29.5% | $8,066-41.9% | $4,299+9.0% |
| Admin fee / account holder | $3,247 | $7,951-59.2% | $12,989-75.0% | $6,924-53.1% |