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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 | $74,914 | $51,638+45.1% | $68,368+9.6% | $82,448-9.1% |
| Participation rate | 4.9% | 63.6%-58.7pp | 73.8%-68.8pp | 68.1%-63.1pp |
| Annual return | 15.54% | 37.53%-22.0pp | 292.57%-277.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $238 | $2,047-88.4% | $2,649-91.0% | $2,551-90.7% |
| Participant deferral / active EE | $538 | $2,914-81.5% | $4,123-86.9% | $4,139-87.0% |
| Admin fee / account holder | $774 | $4,643-83.3% | $5,150-85.0% | $7,234-89.3% |