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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 | $59,308 | $98,766-40.0% | $149,730-60.4% | $79,852-25.7% |
| Participation rate | 34.8% | 75.8%-40.9pp | 82.5%-47.6pp | 69.6%-34.8pp |
| Annual return | 17.51% | 27.43%-9.9pp | 276.70%-259.2pp | 31.72%-14.2pp |
| Employer contribution / active EE | $13 | $3,217-99.6% | $4,645-99.7% | $2,471-99.5% |
| Participant deferral / active EE | $4,578 | $5,681-19.4% | $6,843-33.1% | $3,740+22.4% |
| Admin fee / account holder | $1,205 | $6,052-80.1% | $9,310-87.1% | $5,306-77.3% |