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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 | $36,656 | $118,869-69.2% | $96,575-62.0% | $167,518-78.1% |
| Participation rate | 69.2% | 75.5%-6.3pp | 69.8%-0.6pp | 82.1%-12.9pp |
| Annual return | 9.80% | 50.49%-40.7pp | 37.79%-28.0pp | 478.71%-468.9pp |
| Employer contribution / active EE | $179 | $3,120-94.3% | $2,357-92.4% | $4,838-96.3% |
| Participant deferral / active EE | $1,550 | $4,616-66.4% | $3,849-59.7% | $6,342-75.6% |
| Admin fee / account holder | $574 | $8,067-92.9% | $6,182-90.7% | $12,312-95.3% |