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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 | $62,941 | $96,678-34.9% | $86,640-27.4% | $139,466-54.9% |
| Participation rate | 5.9% | 74.4%-68.5pp | 71.7%-65.8pp | 80.3%-74.4pp |
| Annual return | 21.81% | 106.69%-84.9pp | 592.52%-570.7pp | 373.66%-351.9pp |
| Employer contribution / active EE | $216 | $3,265-93.4% | $3,024-92.8% | $4,754-95.4% |
| Participant deferral / active EE | $1,324 | $4,837-72.6% | $4,438-70.2% | $6,712-80.3% |
| Admin fee / account holder | $777 | $6,410-87.9% | $5,616-86.2% | $11,409-93.2% |