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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 | $26,758 | $114,013-76.5% | $103,693-74.2% | $155,188-82.8% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.2pp | 80.8%-36.4pp |
| Annual return | 35.34% | 49.31%-14.0pp | 47.61%-12.3pp | 148.84%-113.5pp |
| Employer contribution / active EE | $119 | $3,131-96.2% | $2,920-95.9% | $4,248-97.2% |
| Participant deferral / active EE | $6,965 | $4,970+40.2% | $4,579+52.1% | $6,531+6.6% |
| Admin fee / account holder | $339 | $8,407-96.0% | $7,858-95.7% | $14,480-97.7% |