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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 | $96,408 | $134,817-28.5% | $123,973-22.2% | $155,188-37.9% |
| Participation rate | 52.6% | 79.4%-26.8pp | 76.7%-24.0pp | 80.8%-28.2pp |
| Annual return | 15.97% | 515.49%-499.5pp | 388.13%-372.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $211 | $4,425-95.2% | $4,126-94.9% | $4,248-95.0% |
| Participant deferral / active EE | $2,177 | $5,706-61.9% | $5,247-58.5% | $6,531-66.7% |
| Admin fee / account holder | $17,750 | $13,245+34.0% | $11,799+50.4% | $14,480+22.6% |