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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 | $34,810 | $96,678-64.0% | $86,640-59.8% | $139,466-75.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 18.24% | 106.69%-88.5pp | 592.52%-574.3pp | 373.66%-355.4pp |
| Employer contribution / active EE | $327 | $3,265-90.0% | $3,024-89.2% | $4,754-93.1% |
| Participant deferral / active EE | $1,086 | $4,837-77.5% | $4,438-75.5% | $6,712-83.8% |
| Admin fee / account holder | $1,622 | $6,410-74.7% | $5,616-71.1% | $11,409-85.8% |