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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 | $50,449 | $60,261-16.3% | $81,783-38.3% | $74,546-32.3% |
| Participation rate | 25.5% | 62.9%-37.4pp | 72.4%-46.9pp | 67.2%-41.8pp |
| Annual return | 14.71% | 16.88%-2.2pp | 775.05%-760.3pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $321 | $2,622-87.8% | $2,913-89.0% | $2,624-87.8% |
| Participant deferral / active EE | $1,935 | $3,388-42.9% | $4,320-55.2% | $4,347-55.5% |
| Admin fee / account holder | $9,111 | $1,482+514.6% | $7,380+23.5% | $1,944+368.8% |