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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 | $83,914 | $106,008-20.8% | $92,240-9.0% | $147,586-43.1% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.5%-34.8pp | 82.8%-41.2pp |
| Annual return | 21.85% | 50.05%-28.2pp | 176.29%-154.4pp | 578.59%-556.7pp |
| Employer contribution / active EE | $483 | $4,333-88.9% | $3,680-86.9% | $4,876-90.1% |
| Participant deferral / active EE | $3,238 | $4,478-27.7% | $3,897-16.9% | $5,439-40.5% |
| Admin fee / account holder | $1,207 | $6,333-80.9% | $5,194-76.8% | $10,886-88.9% |