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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 | $49,195 | $98,766-50.2% | $149,730-67.1% | $79,852-38.4% |
| Participation rate | 51.7% | 75.8%-24.1pp | 82.5%-30.8pp | 69.6%-17.9pp |
| Annual return | 55.23% | 27.43%+27.8pp | 276.70%-221.5pp | 31.72%+23.5pp |
| Employer contribution / active EE | $25 | $3,217-99.2% | $4,645-99.5% | $2,471-99.0% |
| Participant deferral / active EE | $6,522 | $5,681+14.8% | $6,843-4.7% | $3,740+74.4% |
| Admin fee / account holder | $3,574 | $6,052-40.9% | $9,310-61.6% | $5,306-32.6% |