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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 | $56,132 | $112,121-49.9% | $95,960-41.5% | $158,966-64.7% |
| Participation rate | 33.3% | 79.0%-45.7pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 37.71% | 171.16%-133.5pp | 91.63%-53.9pp | 302.95%-265.2pp |
| Employer contribution / active EE | $65 | $3,199-98.0% | $2,541-97.5% | $4,762-98.6% |
| Participant deferral / active EE | $8,667 | $4,784+81.2% | $4,167+108.0% | $5,983+44.9% |
| Admin fee / account holder | $495 | $10,135-95.1% | $6,797-92.7% | $11,250-95.6% |