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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 | $61,078 | $63,346-3.6% | $92,240-33.8% | $70,126-12.9% |
| Participation rate | 40.8% | 68.7%-27.8pp | 76.5%-35.6pp | 69.5%-28.7pp |
| Annual return | 17.92% | 530.19%-512.3pp | 176.29%-158.4pp | 73.15%-55.2pp |
| Employer contribution / active EE | $423 | $2,471-82.9% | $3,680-88.5% | $2,343-82.0% |
| Participant deferral / active EE | $1,553 | $2,854-45.6% | $3,897-60.1% | $3,332-53.4% |
| Admin fee / account holder | $3,103 | $3,841-19.2% | $5,194-40.3% | $4,645-33.2% |