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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 | $46,934 | $154,159-69.6% | $130,026-63.9% | $139,456-66.3% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 11.57% | 32.50%-20.9pp | -137.26%+148.8pp | 373.45%-361.9pp |
| Employer contribution / active EE | $900 | $5,292-83.0% | $4,321-79.2% | $4,753-81.1% |
| Participant deferral / active EE | $3,466 | $6,710-48.3% | $5,821-40.5% | $6,711-48.4% |
| Admin fee / account holder | $21,826 | $14,001+55.9% | $10,608+105.7% | $11,407+91.3% |