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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 | $34,888 | $117,444-70.3% | $99,479-64.9% | $152,909-77.2% |
| Participation rate | 52.2% | 77.5%-25.4pp | 73.8%-21.7pp | 82.5%-30.3pp |
| Annual return | 20.28% | 31.87%-11.6pp | 30.72%-10.4pp | 345.46%-325.2pp |
| Employer contribution / active EE | $147 | $3,014-95.1% | $2,540-94.2% | $4,764-96.9% |
| Participant deferral / active EE | $1,015 | $4,086-75.2% | $3,619-72.0% | $5,851-82.7% |
| Admin fee / account holder | $6,527 | $7,635-14.5% | $6,253+4.4% | $11,601-43.7% |