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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 | $62,115 | $217,432-71.4% | $185,849-66.6% | $167,536-62.9% |
| Participation rate | 26.7% | 86.1%-59.4pp | 81.7%-55.0pp | 82.1%-55.4pp |
| Annual return | 8.91% | 148.42%-139.5pp | 122.10%-113.2pp | 478.82%-469.9pp |
| Employer contribution / active EE | $78 | $5,875-98.7% | $5,169-98.5% | $4,839-98.4% |
| Participant deferral / active EE | $3,834 | $6,357-39.7% | $5,569-31.2% | $6,342-39.5% |
| Admin fee / account holder | $15,457 | $19,818-22.0% | $16,244-4.8% | $12,315+25.5% |