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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 | $78,844 | $115,810-31.9% | $101,271-22.1% | $158,966-50.4% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 12.28% | 56.15%-43.9pp | 46.48%-34.2pp | 302.95%-290.7pp |
| Employer contribution / active EE | $392 | $4,175-90.6% | $3,660-89.3% | $4,762-91.8% |
| Participant deferral / active EE | $1,753 | $4,958-64.7% | $4,371-59.9% | $5,983-70.7% |
| Admin fee / account holder | $14,829 | $7,248+104.6% | $5,948+149.3% | $11,250+31.8% |