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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 | $36,430 | $52,507-30.6% | $129,406-71.8% | $74,478-51.1% |
| Participation rate | 45.3% | 53.9%-8.6pp | 69.6%-24.4pp | 67.2%-21.9pp |
| Annual return | 26.72% | 15.64%+11.1pp | 9468.18%-9441.5pp | 1370.56%-1343.8pp |
| Employer contribution / active EE | $309 | $1,534-79.9% | $4,155-92.6% | $2,626-88.2% |
| Participant deferral / active EE | $3,013 | $2,801+7.6% | $4,167-27.7% | $4,350-30.7% |
| Admin fee / account holder | $3,439 | $2,639+30.3% | $7,689-55.3% | $1,946+76.7% |