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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 | $85,825 | $102,429-16.2% | $147,096-41.7% | $80,925+6.1% |
| Participation rate | 37.2% | 75.9%-38.7pp | 82.2%-45.0pp | 67.7%-30.4pp |
| Annual return | 15.52% | 135.02%-119.5pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $19 | $3,716-99.5% | $4,936-99.6% | $2,756-99.3% |
| Participant deferral / active EE | $4,131 | $6,649-37.9% | $8,071-48.8% | $4,299-3.9% |
| Admin fee / account holder | $5,415 | $7,957-31.9% | $13,005-58.4% | $6,940-22.0% |