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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 | $33,959 | $102,422-66.8% | $147,117-76.9% | $80,959-58.1% |
| Participation rate | 55.9% | 75.9%-20.0pp | 82.2%-26.3pp | 67.7%-11.8pp |
| Annual return | 17.52% | 135.16%-117.6pp | 420.54%-403.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $773 | $3,717-79.2% | $4,932-84.3% | $2,757-72.0% |
| Participant deferral / active EE | $9,850 | $6,652+48.1% | $8,065+22.1% | $4,300+129.1% |
| Admin fee / account holder | $2,361 | $7,953-70.3% | $12,993-81.8% | $6,925-65.9% |