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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 | $39,965 | $59,402-32.7% | $93,654-57.3% | $74,546-46.4% |
| Participation rate | 54.2% | 59.7%-5.5pp | 68.7%-14.6pp | 67.2%-13.0pp |
| Annual return | 26.51% | 81.86%-55.3pp | 133.34%-106.8pp | 1366.03%-1339.5pp |
| Employer contribution / active EE | $160 | $1,265-87.4% | $2,421-93.4% | $2,624-93.9% |
| Participant deferral / active EE | $3,368 | $3,049+10.5% | $4,413-23.7% | $4,347-22.5% |
| Admin fee / account holder | $3,645 | $3,023+20.6% | $8,282-56.0% | $1,944+87.5% |