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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 | $34,677 | $106,008-67.3% | $92,240-62.4% | $147,586-76.5% |
| Participation rate | 11.1% | 80.4%-69.3pp | 76.5%-65.4pp | 82.8%-71.7pp |
| Annual return | 25.13% | 50.05%-24.9pp | 176.29%-151.2pp | 578.59%-553.5pp |
| Employer contribution / active EE | $311 | $4,333-92.8% | $3,680-91.5% | $4,876-93.6% |
| Participant deferral / active EE | $1,889 | $4,478-57.8% | $3,897-51.5% | $5,439-65.3% |
| Admin fee / account holder | $456 | $6,333-92.8% | $5,194-91.2% | $10,886-95.8% |