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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 | $72,521 | $106,008-31.6% | $92,240-21.4% | $147,586-50.9% |
| Participation rate | 46.7% | 80.4%-33.7pp | 76.5%-29.8pp | 82.8%-36.2pp |
| Annual return | 14.41% | 50.05%-35.6pp | 176.29%-161.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $574 | $4,333-86.8% | $3,680-84.4% | $4,876-88.2% |
| Participant deferral / active EE | $1,142 | $4,478-74.5% | $3,897-70.7% | $5,439-79.0% |
| Admin fee / account holder | $1,236 | $6,333-80.5% | $5,194-76.2% | $10,886-88.6% |