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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 | $38,094 | $176,105-78.4% | $159,474-76.1% | $167,536-77.3% |
| Participation rate | 26.3% | 85.0%-58.6pp | 82.8%-56.5pp | 82.1%-55.8pp |
| Annual return | 14.14% | 331.91%-317.8pp | 263.68%-249.5pp | 478.82%-464.7pp |
| Employer contribution / active EE | $26 | $5,299-99.5% | $4,831-99.5% | $4,839-99.5% |
| Participant deferral / active EE | $3,350 | $7,751-56.8% | $7,353-54.4% | $6,342-47.2% |
| Admin fee / account holder | $3,924 | $12,559-68.8% | $10,802-63.7% | $12,315-68.1% |