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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 | $32,849 | $90,691-63.8% | $76,119-56.8% | $145,884-77.5% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.1%-31.6pp | 80.3%-42.8pp |
| Annual return | 14.57% | 624.52%-610.0pp | 361.25%-346.7pp | 551.85%-537.3pp |
| Employer contribution / active EE | $479 | $3,329-85.6% | $2,693-82.2% | $4,662-89.7% |
| Participant deferral / active EE | $1,866 | $5,167-63.9% | $4,259-56.2% | $6,690-72.1% |
| Admin fee / account holder | $1,965 | $8,383-76.6% | $6,421-69.4% | $13,392-85.3% |