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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 | $48,076 | $72,071-33.3% | $68,368-29.7% | $137,256-65.0% |
| Participation rate | 55.0% | 76.2%-21.2pp | 73.8%-18.8pp | 80.0%-25.0pp |
| Annual return | 14.95% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $365 | $2,788-86.9% | $2,649-86.2% | $4,156-91.2% |
| Participant deferral / active EE | $7,703 | $4,410+74.7% | $4,123+86.8% | $6,407+20.2% |
| Admin fee / account holder | $15,614 | $5,336+192.6% | $5,150+203.2% | $12,270+27.3% |