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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 | $83,616 | $103,000-18.8% | $90,300-7.4% | $152,885-45.3% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 24.70% | 95.19%-70.5pp | 78.11%-53.4pp | 345.39%-320.7pp |
| Employer contribution / active EE | $142 | $3,138-95.5% | $2,854-95.0% | $4,763-97.0% |
| Participant deferral / active EE | $3,283 | $4,281-23.3% | $3,884-15.5% | $5,851-43.9% |
| Admin fee / account holder | $303 | $6,173-95.1% | $5,353-94.3% | $11,598-97.4% |