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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 | $59,832 | $52,353+14.3% | $120,225-50.2% | $82,448-27.4% |
| Participation rate | 44.1% | 58.3%-14.2pp | 69.6%-25.5pp | 68.1%-24.0pp |
| Annual return | 16.42% | 61.85%-45.4pp | 439.23%-422.8pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,006 | $2,627+52.5% | $3,999+0.2% | $4,139-3.2% |
| Admin fee / account holder | $1,451 | $4,363-66.7% | $5,696-74.5% | $7,234-79.9% |