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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 | $65,784 | $104,520-37.1% | $76,823-14.4% | $152,885-57.0% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.5%-15.8pp |
| Annual return | 23.62% | 1014.03%-990.4pp | 1166.42%-1142.8pp | 345.39%-321.8pp |
| Employer contribution / active EE | $105 | $3,117-96.6% | $2,302-95.5% | $4,763-97.8% |
| Participant deferral / active EE | $1,047 | $4,236-75.3% | $3,336-68.6% | $5,851-82.1% |
| Admin fee / account holder | $1,277 | $12,283-89.6% | $6,422-80.1% | $11,598-89.0% |