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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 | $72,257 | $155,840-53.6% | $124,694-42.1% | $167,553-56.9% |
| Participation rate | 23.5% | 81.1%-57.6pp | 74.6%-51.1pp | 82.1%-58.6pp |
| Annual return | 10.62% | 17.98%-7.4pp | 5144.82%-5134.2pp | 478.89%-468.3pp |
| Employer contribution / active EE | $410 | $4,165-90.2% | $3,325-87.7% | $4,840-91.5% |
| Participant deferral / active EE | $1,878 | $5,675-66.9% | $4,615-59.3% | $6,343-70.4% |
| Admin fee / account holder | $544 | $9,536-94.3% | $7,495-92.7% | $12,316-95.6% |