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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 | $58,970 | $138,102-57.3% | $125,381-53.0% | $134,532-56.2% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | 66.70% | 750.73%-684.0pp | 572.31%-505.6pp | 418.27%-351.6pp |
| Employer contribution / active EE | $539 | $5,245-89.7% | $4,815-88.8% | $4,741-88.6% |
| Participant deferral / active EE | $6,525 | $7,801-16.4% | $7,448-12.4% | $6,401+1.9% |
| Admin fee / account holder | $54,485 | $11,568+371.0% | $10,007+444.5% | $11,429+376.7% |