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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 | $81,182 | $103,038-21.2% | $90,324-10.1% | $152,909-46.9% |
| Participation rate | 13.6% | 75.9%-62.2pp | 73.3%-59.6pp | 82.5%-68.8pp |
| Annual return | 25.62% | 95.25%-69.6pp | 78.15%-52.5pp | 345.46%-319.8pp |
| Employer contribution / active EE | $120 | $3,141-96.2% | $2,856-95.8% | $4,764-97.5% |
| Participant deferral / active EE | $1,707 | $4,282-60.1% | $3,885-56.1% | $5,851-70.8% |
| Admin fee / account holder | $527 | $6,177-91.5% | $5,356-90.2% | $11,601-95.5% |