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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 | $70,010 | $115,810-39.5% | $101,271-30.9% | $158,966-56.0% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 13.94% | 56.15%-42.2pp | 46.48%-32.5pp | 302.95%-289.0pp |
| Employer contribution / active EE | $263 | $4,175-93.7% | $3,660-92.8% | $4,762-94.5% |
| Participant deferral / active EE | $2,483 | $4,958-49.9% | $4,371-43.2% | $5,983-58.5% |
| Admin fee / account holder | $546 | $7,248-92.5% | $5,948-90.8% | $11,250-95.1% |