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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 | $31,648 | $106,008-70.1% | $92,240-65.7% | $147,586-78.6% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 11.54% | 50.05%-38.5pp | 176.29%-164.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $178 | $4,333-95.9% | $3,680-95.2% | $4,876-96.3% |
| Participant deferral / active EE | $1,783 | $4,478-60.2% | $3,897-54.2% | $5,439-67.2% |
| Admin fee / account holder | $1,385 | $6,333-78.1% | $5,194-73.3% | $10,886-87.3% |