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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 | $58,654 | $60,393-2.9% | $81,820-28.3% | $74,429-21.2% |
| Participation rate | 24.3% | 62.9%-38.6pp | 72.4%-48.1pp | 67.2%-42.9pp |
| Annual return | 13.44% | 16.89%-3.4pp | 777.93%-764.5pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $98 | $2,626-96.3% | $2,915-96.6% | $2,625-96.3% |
| Participant deferral / active EE | $1,372 | $3,397-59.6% | $4,323-68.3% | $4,348-68.4% |
| Admin fee / account holder | $4,229 | $1,491+183.7% | $7,391-42.8% | $1,944+117.5% |