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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 | $89,307 | $106,008-15.8% | $92,240-3.2% | $147,586-39.5% |
| Participation rate | 57.9% | 80.4%-22.5pp | 76.5%-18.6pp | 82.8%-24.9pp |
| Annual return | 15.17% | 50.05%-34.9pp | 176.29%-161.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $407 | $4,333-90.6% | $3,680-88.9% | $4,876-91.7% |
| Participant deferral / active EE | $1,628 | $4,478-63.6% | $3,897-58.2% | $5,439-70.1% |
| Admin fee / account holder | $2,618 | $6,333-58.7% | $5,194-49.6% | $10,886-76.0% |