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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 | $22,341 | $138,075-83.8% | $123,552-81.9% | $135,379-83.5% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | 59.98% | 153.70%-93.7pp | 119.20%-59.2pp | 519.79%-459.8pp |
| Employer contribution / active EE | $827 | $5,152-83.9% | $4,628-82.1% | $4,779-82.7% |
| Participant deferral / active EE | $2,873 | $6,800-57.7% | $6,426-55.3% | $5,609-48.8% |
| Admin fee / account holder | $5,672 | $10,917-48.0% | $9,285-38.9% | $10,828-47.6% |