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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 | $52,899 | $106,008-50.1% | $92,240-42.7% | $147,586-64.2% |
| Participation rate | 61.9% | 80.4%-18.5pp | 76.5%-14.6pp | 82.8%-20.9pp |
| Annual return | 18.16% | 50.05%-31.9pp | 176.29%-158.1pp | 578.59%-560.4pp |
| Employer contribution / active EE | $53 | $4,333-98.8% | $3,680-98.6% | $4,876-98.9% |
| Participant deferral / active EE | $1,756 | $4,478-60.8% | $3,897-54.9% | $5,439-67.7% |
| Admin fee / account holder | $3,630 | $6,333-42.7% | $5,194-30.1% | $10,886-66.7% |