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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 | $35,561 | $102,422-65.3% | $147,117-75.8% | $80,959-56.1% |
| Participation rate | 37.8% | 75.9%-38.0pp | 82.2%-44.3pp | 67.7%-29.8pp |
| Annual return | 13.99% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $149 | $3,717-96.0% | $4,932-97.0% | $2,757-94.6% |
| Participant deferral / active EE | $3,805 | $6,652-42.8% | $8,065-52.8% | $4,300-11.5% |
| Admin fee / account holder | $2,050 | $7,953-74.2% | $12,993-84.2% | $6,925-70.4% |