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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 | $32,956 | $105,200-68.7% | $159,474-79.3% | $85,847-61.6% |
| Participation rate | 51.4% | 75.8%-24.4pp | 82.8%-31.4pp | 69.3%-17.9pp |
| Annual return | 53.91% | 45.08%+8.8pp | 263.68%-209.8pp | 318.61%-264.7pp |
| Employer contribution / active EE | $2 | $3,319-99.9% | $4,831-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $7,357 | $5,946+23.7% | $7,353+0.1% | $3,952+86.2% |
| Admin fee / account holder | $7,576 | $6,934+9.3% | $10,802-29.9% | $6,261+21.0% |