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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 | $41,636 | $63,346-34.3% | $92,240-54.9% | $70,126-40.6% |
| Participation rate | 68.4% | 68.7%-0.2pp | 76.5%-8.1pp | 69.5%-1.1pp |
| Annual return | 28.11% | 530.19%-502.1pp | 176.29%-148.2pp | 73.15%-45.0pp |
| Employer contribution / active EE | $316 | $2,471-87.2% | $3,680-91.4% | $2,343-86.5% |
| Participant deferral / active EE | $2,107 | $2,854-26.2% | $3,897-45.9% | $3,332-36.8% |
| Admin fee / account holder | $1,445 | $3,841-62.4% | $5,194-72.2% | $4,645-68.9% |