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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 | $58,695 | $110,551-46.9% | $80,741-27.3% | $167,536-65.0% |
| Participation rate | 18.8% | 64.0%-45.2pp | 54.2%-35.4pp | 82.1%-63.4pp |
| Annual return | 18.10% | 120.57%-102.5pp | 87.30%-69.2pp | 478.82%-460.7pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,534 | $2,870+92.8% | $2,145+158.0% | $6,342-12.7% |
| Admin fee / account holder | $25,310 | $4,547+456.7% | $3,380+648.7% | $12,315+105.5% |