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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 | $83,685 | $111,830-25.2% | $93,696-10.7% | $145,884-42.6% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-27.0pp |
| Annual return | 11.87% | 204.08%-192.2pp | 133.74%-121.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $505 | $3,093-83.7% | $2,422-79.1% | $4,662-89.2% |
| Participant deferral / active EE | $3,660 | $4,920-25.6% | $4,417-17.1% | $6,690-45.3% |
| Admin fee / account holder | $411 | $10,249-96.0% | $8,287-95.0% | $13,392-96.9% |