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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 | $62,410 | $121,677-48.7% | $104,625-40.3% | $158,966-60.7% |
| Participation rate | 18.2% | 77.5%-59.4pp | 74.1%-55.9pp | 82.0%-63.8pp |
| Annual return | 36.24% | 465.58%-429.3pp | 340.60%-304.4pp | 302.95%-266.7pp |
| Employer contribution / active EE | $175 | $3,165-94.5% | $2,681-93.5% | $4,762-96.3% |
| Participant deferral / active EE | $3,449 | $4,175-17.4% | $3,738-7.7% | $5,983-42.4% |
| Admin fee / account holder | $341 | $7,777-95.6% | $6,465-94.7% | $11,250-97.0% |