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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 | $34,476 | $95,406-63.9% | $185,849-81.4% | $85,847-59.8% |
| Participation rate | 52.0% | 68.8%-16.8pp | 81.7%-29.7pp | 69.3%-17.3pp |
| Annual return | 13.30% | 23.59%-10.3pp | 122.10%-108.8pp | 318.61%-305.3pp |
| Employer contribution / active EE | $70 | $3,314-97.9% | $5,169-98.7% | $2,565-97.3% |
| Participant deferral / active EE | $1,203 | $3,424-64.9% | $5,569-78.4% | $3,952-69.6% |
| Admin fee / account holder | $2,409 | $7,214-66.6% | $16,244-85.2% | $6,261-61.5% |