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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 | $54,549 | $99,079-44.9% | $78,002-30.1% | $273,972-80.1% |
| Participation rate | 16.7% | 78.6%-61.9pp | 75.5%-58.9pp | 83.0%-66.3pp |
| Annual return | 9.96% | 217.93%-208.0pp | 425.99%-416.0pp | 41.46%-31.5pp |
| Employer contribution / active EE | $338 | $3,308-89.8% | $2,470-86.3% | $4,869-93.1% |
| Participant deferral / active EE | $1,672 | $4,306-61.2% | $3,497-52.2% | $5,287-68.4% |
| Admin fee / account holder | $2,221 | $8,954-75.2% | $5,481-59.5% | $10,133-78.1% |