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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 | $58,584 | $55,423+5.7% | $155,602-62.4% | $74,400-21.3% |
| Participation rate | 30.3% | 61.9%-31.6pp | 78.2%-47.9pp | 67.2%-36.9pp |
| Annual return | 11.11% | 269.07%-258.0pp | 64.81%-53.7pp | 1367.51%-1356.4pp |
| Employer contribution / active EE | $189 | $2,266-91.7% | $4,675-96.0% | $2,624-92.8% |
| Participant deferral / active EE | $819 | $2,835-71.1% | $5,629-85.4% | $4,348-81.2% |
| Admin fee / account holder | $3,252 | $1,744+86.4% | $15,923-79.6% | $1,944+67.3% |