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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 | $44,679 | $90,614-50.7% | $76,089-41.3% | $145,877-69.4% |
| Participation rate | 47.6% | 74.5%-26.9pp | 69.1%-21.5pp | 80.3%-32.7pp |
| Annual return | 10.98% | 623.80%-612.8pp | 360.94%-350.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $251 | $3,324-92.5% | $2,690-90.7% | $4,663-94.6% |
| Participant deferral / active EE | $1,766 | $5,168-65.8% | $4,259-58.5% | $6,691-73.6% |
| Admin fee / account holder | $8,183 | $8,376-2.3% | $6,418+27.5% | $13,402-38.9% |