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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 | $62,663 | $111,785-43.9% | $93,669-33.1% | $145,877-57.0% |
| Participation rate | 13.0% | 74.2%-61.2pp | 68.7%-55.7pp | 80.3%-67.3pp |
| Annual return | 11.77% | 203.79%-192.0pp | 133.59%-121.8pp | 551.28%-539.5pp |
| Employer contribution / active EE | $321 | $3,096-89.6% | $2,424-86.8% | $4,663-93.1% |
| Participant deferral / active EE | $2,000 | $4,919-59.3% | $4,416-54.7% | $6,691-70.1% |
| Admin fee / account holder | $720 | $10,256-93.0% | $8,291-91.3% | $13,402-94.6% |