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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 | $64,943 | $102,422-36.6% | $147,117-55.9% | $80,959-19.8% |
| Participation rate | 48.8% | 75.9%-27.1pp | 82.2%-33.4pp | 67.7%-18.9pp |
| Annual return | 23.60% | 135.16%-111.6pp | 420.54%-396.9pp | 35.67%-12.1pp |
| Employer contribution / active EE | $270 | $3,717-92.7% | $4,932-94.5% | $2,757-90.2% |
| Participant deferral / active EE | $3,616 | $6,652-45.6% | $8,065-55.2% | $4,300-15.9% |
| Admin fee / account holder | $9,130 | $7,953+14.8% | $12,993-29.7% | $6,925+31.8% |