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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 | $92,315 | $124,346-25.8% | $111,308-17.1% | $167,536-44.9% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 11.10% | 37.45%-26.3pp | 54.67%-43.6pp | 478.82%-467.7pp |
| Employer contribution / active EE | $468 | $3,437-86.4% | $2,732-82.9% | $4,839-90.3% |
| Participant deferral / active EE | $3,120 | $5,182-39.8% | $4,487-30.5% | $6,342-50.8% |
| Admin fee / account holder | $19,626 | $10,621+84.8% | $7,965+146.4% | $12,315+59.4% |