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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 | $38,084 | $99,957-61.9% | $149,745-74.6% | $73,497-48.2% |
| Participation rate | 4.7% | 75.7%-71.0pp | 82.5%-77.8pp | 70.7%-66.0pp |
| Annual return | 14.25% | 53.87%-39.6pp | 276.72%-262.5pp | 28.51%-14.3pp |
| Employer contribution / active EE | $481 | $3,191-84.9% | $4,646-89.6% | $2,270-78.8% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $396 | $551-28.1% | $9,312-95.7% | $513-22.8% |