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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 | $82,001 | $96,388-14.9% | $80,627+1.7% | $139,466-41.2% |
| Participation rate | 4.5% | 73.6%-69.1pp | 67.0%-62.5pp | 80.3%-75.8pp |
| Annual return | 27.16% | 1352.08%-1324.9pp | 936.76%-909.6pp | 373.66%-346.5pp |
| Employer contribution / active EE | $298 | $3,260-90.9% | $2,723-89.0% | $4,754-93.7% |
| Participant deferral / active EE | $1,023 | $5,224-80.4% | $4,443-77.0% | $6,712-84.8% |
| Admin fee / account holder | $342 | $6,603-94.8% | $5,381-93.6% | $11,409-97.0% |