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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 | $102,385-33.5% | $147,080-53.7% | $80,935-15.9% |
| Participation rate | 51.3% | 75.9%-24.6pp | 82.2%-30.9pp | 67.7%-16.4pp |
| Annual return | 13.42% | 135.09%-121.7pp | 420.17%-406.8pp | 35.66%-22.2pp |
| Employer contribution / active EE | $632 | $3,717-83.0% | $4,933-87.2% | $2,757-77.1% |
| Participant deferral / active EE | $4,742 | $6,651-28.7% | $8,066-41.2% | $4,299+10.3% |
| Admin fee / account holder | $5,658 | $7,951-28.8% | $12,989-56.4% | $6,924-18.3% |