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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 | $71,087 | $144,124-50.7% | $117,857-39.7% | $147,585-51.8% |
| Participation rate | 52.4% | 83.4%-31.0pp | 79.7%-27.3pp | 82.8%-30.4pp |
| Annual return | 14.88% | 531.17%-516.3pp | 335.09%-320.2pp | 578.57%-563.7pp |
| Employer contribution / active EE | $441 | $4,897-91.0% | $3,786-88.4% | $4,876-91.0% |
| Participant deferral / active EE | $4,409 | $5,316-17.1% | $4,482-1.6% | $5,439-18.9% |
| Admin fee / account holder | $1,557 | $10,886-85.7% | $8,020-80.6% | $10,885-85.7% |