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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 | $51,223 | $88,754-42.3% | $81,820-37.4% | $145,877-64.9% |
| Participation rate | 16.7% | 75.1%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 13.39% | 1031.77%-1018.4pp | 777.93%-764.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $265 | $3,085-91.4% | $2,915-90.9% | $4,663-94.3% |
| Participant deferral / active EE | $2,834 | $4,648-39.0% | $4,323-34.4% | $6,691-57.6% |
| Admin fee / account holder | $369 | $8,424-95.6% | $7,391-95.0% | $13,402-97.2% |