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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 | $36,209 | $106,524-66.0% | $152,301-76.2% | $87,485-58.6% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.4%-19.9pp | 68.9%-6.4pp |
| Annual return | 51.23% | 26.89%+24.3pp | 80.50%-29.3pp | 26.06%+25.2pp |
| Employer contribution / active EE | $364 | $3,371-89.2% | $4,624-92.1% | $2,596-86.0% |
| Participant deferral / active EE | $2,584 | $6,525-60.4% | $8,004-67.7% | $4,274-39.5% |
| Admin fee / account holder | $3,634 | $8,287-56.1% | $14,398-74.8% | $7,775-53.3% |