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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 | $46,827 | $81,208-42.3% | $98,920-52.7% | $79,856-41.4% |
| Participation rate | 69.6% | 72.5%-2.9pp | 76.0%-6.5pp | 69.6%-0.1pp |
| Annual return | 12.31% | 60.99%-48.7pp | 196.47%-184.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $234 | $1,960-88.1% | $2,689-91.3% | $2,471-90.5% |
| Participant deferral / active EE | $2,337 | $3,265-28.4% | $4,245-44.9% | $3,741-37.5% |
| Admin fee / account holder | $12,000 | $6,013+99.6% | $6,643+80.6% | $5,306+126.1% |