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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 | $36,656 | $106,008-65.4% | $92,240-60.3% | $147,586-75.2% |
| Participation rate | 42.1% | 80.4%-38.3pp | 76.5%-34.4pp | 82.8%-40.7pp |
| Annual return | 20.21% | 50.05%-29.8pp | 176.29%-156.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $250 | $4,333-94.2% | $3,680-93.2% | $4,876-94.9% |
| Participant deferral / active EE | $1,404 | $4,478-68.6% | $3,897-64.0% | $5,439-74.2% |
| Admin fee / account holder | $584 | $6,333-90.8% | $5,194-88.8% | $10,886-94.6% |