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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 | $45,421 | $104,937-56.7% | $84,628-46.3% | $152,897-70.3% |
| Participation rate | 5.9% | 74.8%-68.9pp | 68.2%-62.4pp | 82.5%-76.6pp |
| Annual return | 96.48% | 373.88%-277.4pp | 258.80%-162.3pp | 345.43%-248.9pp |
| Employer contribution / active EE | $257 | $3,303-92.2% | $2,653-90.3% | $4,764-94.6% |
| Participant deferral / active EE | $1,118 | $4,690-76.2% | $3,900-71.3% | $5,851-80.9% |
| Admin fee / account holder | $446 | $6,243-92.9% | $4,914-90.9% | $11,599-96.2% |