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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 | $67,199 | $96,731-30.5% | $123,973-45.8% | $86,983-22.7% |
| Participation rate | 38.2% | 70.0%-31.9pp | 76.7%-38.5pp | 69.5%-31.4pp |
| Annual return | 51.71% | 17.33%+34.4pp | 388.13%-336.4pp | 25.83%+25.9pp |
| Employer contribution / active EE | $814 | $3,297-75.3% | $4,126-80.3% | $2,584-68.5% |
| Participant deferral / active EE | $3,846 | $4,152-7.4% | $5,247-26.7% | $4,194-8.3% |
| Admin fee / account holder | $4,469 | $8,722-48.8% | $11,799-62.1% | $7,856-43.1% |