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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 | $68,037 | $102,393-33.6% | $147,041-53.7% | $80,911-15.9% |
| Participation rate | 51.3% | 75.9%-24.6pp | 82.2%-30.9pp | 67.6%-16.4pp |
| Annual return | 13.42% | 134.95%-121.5pp | 419.21%-405.8pp | 35.63%-22.2pp |
| Employer contribution / active EE | $632 | $3,715-83.0% | $4,935-87.2% | $2,756-77.1% |
| Participant deferral / active EE | $4,742 | $6,647-28.7% | $8,071-41.3% | $4,297+10.3% |
| Admin fee / account holder | $5,658 | $7,943-28.8% | $13,006-56.5% | $6,935-18.4% |