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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 | $20,985 | $154,193-86.4% | $130,045-83.9% | $139,466-85.0% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 21.11% | 32.51%-11.4pp | -137.30%+158.4pp | 373.66%-352.6pp |
| Employer contribution / active EE | $441 | $5,292-91.7% | $4,321-89.8% | $4,754-90.7% |
| Participant deferral / active EE | $3,303 | $6,709-50.8% | $5,820-43.2% | $6,712-50.8% |
| Admin fee / account holder | $2,259 | $13,989-83.9% | $10,600-78.7% | $11,409-80.2% |