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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 | $30,071 | $117,895-74.5% | $102,460-70.7% | $145,897-79.4% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 78.46% | 31.92%+46.5pp | 29.47%+49.0pp | 552.29%-473.8pp |
| Employer contribution / active EE | $113 | $3,619-96.9% | $3,025-96.3% | $4,663-97.6% |
| Participant deferral / active EE | $4,488 | $5,736-21.8% | $5,056-11.2% | $6,689-32.9% |
| Admin fee / account holder | $306 | $13,353-97.7% | $9,460-96.8% | $13,390-97.7% |