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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 | $76,760 | $58,828+30.5% | $78,002-1.6% | $62,881+22.1% |
| Participation rate | 50.0% | 71.1%-21.1pp | 75.5%-25.5pp | 69.3%-19.3pp |
| Annual return | 7.27% | 17.16%-9.9pp | 425.99%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $210 | $1,672-87.5% | $2,470-91.5% | $2,281-90.8% |
| Participant deferral / active EE | $1,303 | $2,686-51.5% | $3,497-62.7% | $3,203-59.3% |
| Admin fee / account holder | $2,686 | $4,393-38.9% | $5,481-51.0% | $4,296-37.5% |