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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 | $9,011 | $90,530-90.0% | $76,030-88.1% | $145,897-93.8% |
| Participation rate | 41.7% | 74.4%-32.8pp | 69.1%-27.4pp | 80.3%-38.6pp |
| Annual return | 107.89% | 625.08%-517.2pp | 361.54%-253.6pp | 552.29%-444.4pp |
| Employer contribution / active EE | $318 | $3,319-90.4% | $2,688-88.2% | $4,663-93.2% |
| Participant deferral / active EE | $1,893 | $5,164-63.3% | $4,257-55.5% | $6,689-71.7% |
| Admin fee / account holder | $933 | $8,383-88.9% | $6,421-85.5% | $13,390-93.0% |