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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 | $66,132 | $72,303-8.5% | $86,698-23.7% | $64,824+2.0% |
| Participation rate | 42.8% | 80.4%-37.7pp | 76.6%-33.8pp | 71.5%-28.7pp |
| Annual return | 72.59% | 392.77%-320.2pp | 35.96%+36.6pp | 32.84%+39.7pp |
| Employer contribution / active EE | $561 | $2,393-76.6% | $2,837-80.2% | $2,507-77.6% |
| Participant deferral / active EE | $2,817 | $4,660-39.5% | $4,656-39.5% | $4,311-34.6% |
| Admin fee / account holder | $7,918 | $174+4450.7% | $7,492+5.7% | $188+4115.1% |