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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 | $57,064 | $106,008-46.2% | $92,240-38.1% | $147,586-61.3% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 12.82% | 50.05%-37.2pp | 176.29%-163.5pp | 578.59%-565.8pp |
| Employer contribution / active EE | $356 | $4,333-91.8% | $3,680-90.3% | $4,876-92.7% |
| Participant deferral / active EE | $3,762 | $4,478-16.0% | $3,897-3.5% | $5,439-30.8% |
| Admin fee / account holder | $116,311 | $6,333+1736.6% | $5,194+2139.3% | $10,886+968.5% |