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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 | $86,231 | $106,008-18.7% | $92,240-6.5% | $147,586-41.6% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 16.62% | 50.05%-33.4pp | 176.29%-159.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $155 | $4,333-96.4% | $3,680-95.8% | $4,876-96.8% |
| Participant deferral / active EE | $1,548 | $4,478-65.4% | $3,897-60.3% | $5,439-71.5% |
| Admin fee / account holder | $742 | $6,333-88.3% | $5,194-85.7% | $10,886-93.2% |