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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 | $71,897 | $113,941-36.9% | $94,229-23.7% | $125,389-42.7% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | 49.46% | 5.29%+44.2pp | 10.68%+38.8pp | 282.24%-232.8pp |
| Employer contribution / active EE | $590 | $4,727-87.5% | $3,587-83.6% | $4,866-87.9% |
| Participant deferral / active EE | $2,661 | $5,179-48.6% | $4,320-38.4% | $5,352-50.3% |
| Admin fee / account holder | $16,499 | $8,392+96.6% | $6,269+163.2% | $9,541+72.9% |