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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 | $102,393-36.6% | $147,041-55.8% | $80,911-19.7% |
| Participation rate | 48.8% | 75.9%-27.1pp | 82.2%-33.4pp | 67.6%-18.9pp |
| Annual return | 23.60% | 134.95%-111.3pp | 419.21%-395.6pp | 35.63%-12.0pp |
| Employer contribution / active EE | $270 | $3,715-92.7% | $4,935-94.5% | $2,756-90.2% |
| Participant deferral / active EE | $3,616 | $6,647-45.6% | $8,071-55.2% | $4,297-15.8% |
| Admin fee / account holder | $9,130 | $7,943+14.9% | $13,006-29.8% | $6,935+31.7% |