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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 | $62,815 | $106,001-40.7% | $92,235-31.9% | $147,585-57.4% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 11.89% | 50.05%-38.2pp | 176.28%-164.4pp | 578.56%-566.7pp |
| Employer contribution / active EE | $678 | $4,333-84.3% | $3,679-81.6% | $4,876-86.1% |
| Participant deferral / active EE | $3,195 | $4,478-28.7% | $3,897-18.0% | $5,439-41.3% |
| Admin fee / account holder | $19,792 | $6,332+212.5% | $5,194+281.1% | $10,885+81.8% |