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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 | $58,850 | $90,489-35.0% | $76,051-22.6% | $145,978-59.7% |
| Participation rate | 65.2% | 74.5%-9.3pp | 69.1%-3.9pp | 80.3%-15.1pp |
| Annual return | 14.94% | 622.78%-607.8pp | 360.42%-345.5pp | 550.52%-535.6pp |
| Employer contribution / active EE | $102 | $3,319-96.9% | $2,690-96.2% | $4,662-97.8% |
| Participant deferral / active EE | $3,712 | $5,164-28.1% | $4,257-12.8% | $6,690-44.5% |
| Admin fee / account holder | $1,108 | $8,374-86.8% | $6,416-82.7% | $13,400-91.7% |