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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 | $66,076 | $95,979-31.2% | $74,551-11.4% | $135,380-51.2% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | 8.39% | 56.97%-48.6pp | 32.53%-24.1pp | 519.81%-511.4pp |
| Employer contribution / active EE | $202 | $2,716-92.6% | $1,961-89.7% | $4,779-95.8% |
| Participant deferral / active EE | $1,808 | $3,844-53.0% | $3,108-41.8% | $5,609-67.8% |
| Admin fee / account holder | $5,539 | $6,522-15.1% | $5,059+9.5% | $10,828-48.8% |