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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 | $111,830-44.0% | $93,696-33.1% | $145,884-57.0% |
| Participation rate | 13.0% | 74.2%-61.2pp | 68.7%-55.7pp | 80.3%-67.3pp |
| Annual return | 11.77% | 204.08%-192.3pp | 133.74%-122.0pp | 551.85%-540.1pp |
| Employer contribution / active EE | $321 | $3,093-89.6% | $2,422-86.7% | $4,662-93.1% |
| Participant deferral / active EE | $2,000 | $4,920-59.3% | $4,417-54.7% | $6,690-70.1% |
| Admin fee / account holder | $720 | $10,249-93.0% | $8,287-91.3% | $13,392-94.6% |