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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 | $14,597 | $78,690-81.5% | $161,489-91.0% | $87,485-83.3% |
| Participation rate | 57.4% | 67.5%-10.0pp | 78.7%-21.2pp | 68.9%-11.5pp |
| Annual return | 73.69% | 32.74%+41.0pp | 89.72%-16.0pp | 26.06%+47.6pp |
| Employer contribution / active EE | $267 | $2,588-89.7% | $4,268-93.7% | $2,596-89.7% |
| Participant deferral / active EE | $2,315 | $3,311-30.1% | $5,630-58.9% | $4,274-45.8% |
| Admin fee / account holder | $1,022 | $6,724-84.8% | $16,006-93.6% | $7,775-86.9% |