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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 | $52,693 | $98,766-46.6% | $149,730-64.8% | $79,852-34.0% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 15.80% | 27.43%-11.6pp | 276.70%-260.9pp | 31.72%-15.9pp |
| Employer contribution / active EE | $485 | $3,217-84.9% | $4,645-89.6% | $2,471-80.4% |
| Participant deferral / active EE | $3,934 | $5,681-30.7% | $6,843-42.5% | $3,740+5.2% |
| Admin fee / account holder | $10,980 | $6,052+81.4% | $9,310+17.9% | $5,306+106.9% |