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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 | $39,452 | $102,385-61.5% | $147,080-73.2% | $80,935-51.3% |
| Participation rate | 67.1% | 75.9%-8.8pp | 82.2%-15.1pp | 67.7%-0.6pp |
| Annual return | 14.68% | 135.09%-120.4pp | 420.17%-405.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $795 | $3,717-78.6% | $4,933-83.9% | $2,757-71.1% |
| Participant deferral / active EE | $3,523 | $6,651-47.0% | $8,066-56.3% | $4,299-18.1% |
| Admin fee / account holder | $2,639 | $7,951-66.8% | $12,989-79.7% | $6,924-61.9% |