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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 | $52,171 | $63,346-17.6% | $92,240-43.4% | $70,126-25.6% |
| Participation rate | 54.1% | 68.7%-14.6pp | 76.5%-22.4pp | 69.5%-15.5pp |
| Annual return | 12.68% | 530.19%-517.5pp | 176.29%-163.6pp | 73.15%-60.5pp |
| Employer contribution / active EE | $245 | $2,471-90.1% | $3,680-93.3% | $2,343-89.5% |
| Participant deferral / active EE | $1,197 | $2,854-58.0% | $3,897-69.3% | $3,332-64.1% |
| Admin fee / account holder | $3,068 | $3,841-20.1% | $5,194-40.9% | $4,645-33.9% |