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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 | $55,148 | $106,008-48.0% | $92,240-40.2% | $147,586-62.6% |
| Participation rate | 64.7% | 80.4%-15.7pp | 76.5%-11.8pp | 82.8%-18.1pp |
| Annual return | 17.11% | 50.05%-32.9pp | 176.29%-159.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $311 | $4,333-92.8% | $3,680-91.5% | $4,876-93.6% |
| Participant deferral / active EE | $2,692 | $4,478-39.9% | $3,897-30.9% | $5,439-50.5% |
| Admin fee / account holder | $19,140 | $6,333+202.2% | $5,194+268.5% | $10,886+75.8% |