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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 | $73,443 | $52,279+40.5% | $89,400-17.8% | $79,858-8.0% |
| Participation rate | 5.6% | 57.5%-52.0pp | 68.0%-62.4pp | 69.6%-64.1pp |
| Annual return | 21.35% | 22.16%-0.8pp | 245.64%-224.3pp | 31.72%-10.4pp |
| Employer contribution / active EE | $184 | $1,572-88.3% | $2,586-92.9% | $2,471-92.5% |
| Participant deferral / active EE | $1,000 | $2,740-63.5% | $3,890-74.3% | $3,740-73.3% |
| Admin fee / account holder | $1,053 | $3,356-68.6% | $4,882-78.4% | $5,306-80.2% |