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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 | $32,534 | $105,210-69.1% | $159,487-79.6% | $85,851-62.1% |
| Participation rate | 69.4% | 75.8%-6.4pp | 82.8%-13.4pp | 69.3%+0.1pp |
| Annual return | 18.18% | 45.08%-26.9pp | 263.71%-245.5pp | 318.63%-300.5pp |
| Employer contribution / active EE | $78 | $3,319-97.6% | $4,831-98.4% | $2,565-96.9% |
| Participant deferral / active EE | $10,401 | $5,946+74.9% | $7,354+41.4% | $3,952+163.2% |
| Admin fee / account holder | $2,186 | $6,934-68.5% | $10,804-79.8% | $6,261-65.1% |