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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 | $83,189 | $132,634-37.3% | $115,768-28.1% | $137,256-39.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 14.93% | 160.70%-145.8pp | 100.46%-85.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $527 | $3,360-84.3% | $2,940-82.1% | $4,156-87.3% |
| Participant deferral / active EE | $5,669 | $5,619+0.9% | $4,917+15.3% | $6,407-11.5% |
| Admin fee / account holder | $12,788 | $15,028-14.9% | $12,439+2.8% | $12,270+4.2% |