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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 | $54,965 | $63,346-13.2% | $92,239-40.4% | $70,124-21.6% |
| Participation rate | 49.1% | 68.7%-19.6pp | 76.5%-27.4pp | 69.5%-20.4pp |
| Annual return | 12.87% | 530.19%-517.3pp | 176.29%-163.4pp | 73.14%-60.3pp |
| Employer contribution / active EE | $241 | $2,471-90.2% | $3,680-93.4% | $2,342-89.7% |
| Participant deferral / active EE | $1,171 | $2,854-59.0% | $3,897-70.0% | $3,332-64.9% |
| Admin fee / account holder | $6,541 | $3,841+70.3% | $5,194+25.9% | $4,645+40.8% |