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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 | $24,877 | $106,008-76.5% | $92,240-73.0% | $147,586-83.1% |
| Participation rate | 68.4% | 80.4%-12.0pp | 76.5%-8.1pp | 82.8%-14.4pp |
| Annual return | 17.55% | 50.05%-32.5pp | 176.29%-158.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $588 | $4,333-86.4% | $3,680-84.0% | $4,876-87.9% |
| Participant deferral / active EE | $1,461 | $4,478-67.4% | $3,897-62.5% | $5,439-73.1% |
| Admin fee / account holder | $1,500 | $6,333-76.3% | $5,194-71.1% | $10,886-86.2% |