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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 | $33,303 | $106,008-68.6% | $92,240-63.9% | $147,586-77.4% |
| Participation rate | 69.6% | 80.4%-10.8pp | 76.5%-6.9pp | 82.8%-13.3pp |
| Annual return | 21.01% | 50.05%-29.0pp | 176.29%-155.3pp | 578.59%-557.6pp |
| Employer contribution / active EE | $675 | $4,333-84.4% | $3,680-81.7% | $4,876-86.2% |
| Participant deferral / active EE | $5,969 | $4,478+33.3% | $3,897+53.2% | $5,439+9.7% |
| Admin fee / account holder | $580 | $6,333-90.8% | $5,194-88.8% | $10,886-94.7% |