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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 | $53,870 | $183,988-70.7% | $162,177-66.8% | $152,897-64.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 34.24% | 150.79%-116.5pp | 115.60%-81.4pp | 345.43%-311.2pp |
| Employer contribution / active EE | $46 | $6,370-99.3% | $5,613-99.2% | $4,764-99.0% |
| Participant deferral / active EE | $2,897 | $8,032-63.9% | $7,297-60.3% | $5,851-50.5% |
| Admin fee / account holder | $2,690 | $13,123-79.5% | $10,843-75.2% | $11,599-76.8% |