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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 | $33,126 | $91,179-63.7% | $178,499-81.4% | $79,852-58.5% |
| Participation rate | 7.7% | 69.2%-61.5pp | 81.9%-74.2pp | 69.6%-61.9pp |
| Annual return | 26.32% | 24.19%+2.1pp | 151.10%-124.8pp | 31.72%-5.4pp |
| Employer contribution / active EE | $365 | $3,256-88.8% | $5,011-92.7% | $2,471-85.2% |
| Participant deferral / active EE | $1,138 | $3,236-64.8% | $5,202-78.1% | $3,740-69.6% |
| Admin fee / account holder | $544 | $6,749-91.9% | $13,986-96.1% | $5,306-89.7% |