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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 | $49,089 | $118,875-58.7% | $96,572-49.2% | $167,553-70.7% |
| Participation rate | 58.3% | 75.5%-17.2pp | 69.8%-11.5pp | 82.1%-23.8pp |
| Annual return | 26.67% | 50.50%-23.8pp | 37.79%-11.1pp | 478.89%-452.2pp |
| Employer contribution / active EE | $449 | $3,121-85.6% | $2,357-81.0% | $4,840-90.7% |
| Participant deferral / active EE | $3,032 | $4,617-34.3% | $3,850-21.2% | $6,343-52.2% |
| Admin fee / account holder | $1,349 | $8,070-83.3% | $6,183-78.2% | $12,316-89.0% |