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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 | $48,739 | $106,008-54.0% | $92,240-47.2% | $147,586-67.0% |
| Participation rate | 68.2% | 80.4%-12.2pp | 76.5%-8.3pp | 82.8%-14.6pp |
| Annual return | 14.89% | 50.05%-35.2pp | 176.29%-161.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $490 | $4,333-88.7% | $3,680-86.7% | $4,876-89.9% |
| Participant deferral / active EE | $3,771 | $4,478-15.8% | $3,897-3.2% | $5,439-30.7% |
| Admin fee / account holder | $12,535 | $6,333+97.9% | $5,194+141.3% | $10,886+15.2% |