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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 | $72,892 | $105,198-30.7% | $159,455-54.3% | $85,856-15.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.8%-32.8pp | 69.3%-19.3pp |
| Annual return | 26.53% | 45.08%-18.5pp | 263.63%-237.1pp | 318.58%-292.1pp |
| Employer contribution / active EE | $588 | $3,319-82.3% | $4,830-87.8% | $2,565-77.1% |
| Participant deferral / active EE | $4,645 | $5,946-21.9% | $7,353-36.8% | $3,952+17.5% |
| Admin fee / account holder | $3,470 | $6,934-50.0% | $10,800-67.9% | $6,261-44.6% |