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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 | $18,319 | $84,236-78.3% | $170,435-89.3% | $70,126-73.9% |
| Participation rate | 14.5% | 70.8%-56.3pp | 83.6%-69.1pp | 69.5%-55.0pp |
| Annual return | 48.55% | 23.06%+25.5pp | 205.94%-157.4pp | 73.15%-24.6pp |
| Employer contribution / active EE | $379 | $3,387-88.8% | $5,432-93.0% | $2,343-83.8% |
| Participant deferral / active EE | $967 | $3,086-68.7% | $4,939-80.4% | $3,332-71.0% |
| Admin fee / account holder | $6,290 | $5,698+10.4% | $13,881-54.7% | $4,645+35.4% |