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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 | $50,455 | $63,346-20.3% | $92,240-45.3% | $70,126-28.1% |
| Participation rate | 53.1% | 68.7%-15.5pp | 76.5%-23.4pp | 69.5%-16.4pp |
| Annual return | 22.35% | 530.19%-507.8pp | 176.29%-153.9pp | 73.15%-50.8pp |
| Employer contribution / active EE | $3 | $2,471-99.9% | $3,680-99.9% | $2,343-99.9% |
| Participant deferral / active EE | $3,153 | $2,854+10.5% | $3,897-19.1% | $3,332-5.4% |
| Admin fee / account holder | $2,604 | $3,841-32.2% | $5,194-49.9% | $4,645-43.9% |