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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 | $22,857 | $90,614-74.8% | $76,089-70.0% | $145,877-84.3% |
| Participation rate | 22.7% | 74.5%-51.8pp | 69.1%-46.4pp | 80.3%-57.6pp |
| Annual return | 29.19% | 623.80%-594.6pp | 360.94%-331.8pp | 551.28%-522.1pp |
| Employer contribution / active EE | $126 | $3,324-96.2% | $2,690-95.3% | $4,663-97.3% |
| Participant deferral / active EE | $1,250 | $5,168-75.8% | $4,259-70.6% | $6,691-81.3% |
| Admin fee / account holder | $4,473 | $8,376-46.6% | $6,418-30.3% | $13,402-66.6% |