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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 | $48,818 | $105,856-53.9% | $90,161-45.9% | $147,586-66.9% |
| Participation rate | 61.5% | 79.7%-18.2pp | 76.9%-15.3pp | 82.8%-21.3pp |
| Annual return | 23.22% | 37.63%-14.4pp | 34.89%-11.7pp | 578.59%-555.4pp |
| Employer contribution / active EE | $77 | $4,126-98.1% | $3,318-97.7% | $4,876-98.4% |
| Participant deferral / active EE | $10,669 | $5,733+86.1% | $5,287+101.8% | $5,439+96.2% |
| Admin fee / account holder | $5,899 | $8,046-26.7% | $5,943-0.7% | $10,886-45.8% |