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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 | $20,873 | $65,566-68.2% | $86,235-75.8% | $75,177-72.2% |
| Participation rate | 27.4% | 60.5%-33.1pp | 69.0%-41.5pp | 67.2%-39.8pp |
| Annual return | 68.20% | 46.07%+22.1pp | 1170.03%-1101.8pp | 160.75%-92.6pp |
| Employer contribution / active EE | $224 | $1,553-85.5% | $2,381-90.6% | $2,671-91.6% |
| Participant deferral / active EE | $3,183 | $3,023+5.3% | $3,987-20.2% | $4,126-22.9% |
| Admin fee / account holder | $927 | $5,470-83.0% | $6,856-86.5% | $5,651-83.6% |