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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 | $65,730 | $110,379-40.5% | $102,412-35.8% | $145,884-54.9% |
| Participation rate | 11.1% | 77.9%-66.8pp | 74.5%-63.4pp | 80.3%-69.2pp |
| Annual return | 211.38% | 24.84%+186.5pp | 24.94%+186.4pp | 551.85%-340.5pp |
| Employer contribution / active EE | $644 | $4,216-84.7% | $3,870-83.3% | $4,662-86.2% |
| Participant deferral / active EE | $2,156 | $5,622-61.7% | $5,060-57.4% | $6,690-67.8% |
| Admin fee / account holder | $21,423 | $9,745+119.8% | $8,388+155.4% | $13,392+60.0% |