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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 | $53,187 | $52,353+1.6% | $120,225-55.8% | $82,448-35.5% |
| Participation rate | 24.7% | 58.3%-33.6pp | 69.6%-44.9pp | 68.1%-43.4pp |
| Annual return | 27.55% | 61.85%-34.3pp | 439.23%-411.7pp | 41.64%-14.1pp |
| Employer contribution / active EE | $80 | $1,510-94.7% | $3,475-97.7% | $2,551-96.9% |
| Participant deferral / active EE | $1,186 | $2,627-54.8% | $3,999-70.3% | $4,139-71.3% |
| Admin fee / account holder | $5,442 | $4,363+24.7% | $5,696-4.5% | $7,234-24.8% |