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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 | $71,254 | $102,385-30.4% | $147,080-51.6% | $80,935-12.0% |
| Participation rate | 52.0% | 75.9%-23.9pp | 82.2%-30.2pp | 67.7%-15.7pp |
| Annual return | 18.46% | 135.09%-116.6pp | 420.17%-401.7pp | 35.66%-17.2pp |
| Employer contribution / active EE | $246 | $3,717-93.4% | $4,933-95.0% | $2,757-91.1% |
| Participant deferral / active EE | $5,626 | $6,651-15.4% | $8,066-30.3% | $4,299+30.9% |
| Admin fee / account holder | $2,666 | $7,951-66.5% | $12,989-79.5% | $6,924-61.5% |