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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 | $50,318 | $85,171-40.9% | $172,753-70.9% | $72,976-31.0% |
| Participation rate | 28.9% | 70.1%-41.2pp | 82.6%-53.8pp | 69.5%-40.6pp |
| Annual return | 17.40% | 27.32%-9.9pp | 803.00%-785.6pp | 81.02%-63.6pp |
| Employer contribution / active EE | $336 | $3,324-89.9% | $5,144-93.5% | $2,440-86.2% |
| Participant deferral / active EE | $1,298 | $3,260-60.2% | $5,198-75.0% | $3,608-64.0% |
| Admin fee / account holder | $23,077 | $5,880+292.4% | $13,956+65.4% | $5,124+350.4% |