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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 | $57,707 | $63,346-8.9% | $92,240-37.4% | $70,126-17.7% |
| Participation rate | 30.6% | 68.7%-38.1pp | 76.5%-45.9pp | 69.5%-38.9pp |
| Annual return | 25.50% | 530.19%-504.7pp | 176.29%-150.8pp | 73.15%-47.6pp |
| Employer contribution / active EE | $326 | $2,471-86.8% | $3,680-91.2% | $2,343-86.1% |
| Participant deferral / active EE | $2,155 | $2,854-24.5% | $3,897-44.7% | $3,332-35.3% |
| Admin fee / account holder | $7,785 | $3,841+102.7% | $5,194+49.9% | $4,645+67.6% |