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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 | $69,086 | $117,895-41.4% | $102,460-32.6% | $145,897-52.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 12.31% | 31.92%-19.6pp | 29.47%-17.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $514 | $3,619-85.8% | $3,025-83.0% | $4,663-89.0% |
| Participant deferral / active EE | $2,002 | $5,736-65.1% | $5,056-60.4% | $6,689-70.1% |
| Admin fee / account holder | $6,471 | $13,353-51.5% | $9,460-31.6% | $13,390-51.7% |