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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 | $56,887 | $80,763-29.6% | $102,412-44.5% | $74,459-23.6% |
| Participation rate | 50.3% | 65.7%-15.4pp | 74.5%-24.2pp | 67.2%-16.9pp |
| Annual return | 121.09% | 27.57%+93.5pp | 24.94%+96.1pp | 1369.70%-1248.6pp |
| Employer contribution / active EE | $446 | $3,160-85.9% | $3,870-88.5% | $2,626-83.0% |
| Participant deferral / active EE | $3,342 | $3,862-13.4% | $5,060-33.9% | $4,350-23.2% |
| Admin fee / account holder | $1,519 | $2,371-35.9% | $8,388-81.9% | $1,945-21.9% |