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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 | $68,983 | $106,008-34.9% | $92,240-25.2% | $147,586-53.3% |
| Participation rate | 43.8% | 80.4%-36.7pp | 76.5%-32.7pp | 82.8%-39.1pp |
| Annual return | 19.89% | 50.05%-30.2pp | 176.29%-156.4pp | 578.59%-558.7pp |
| Employer contribution / active EE | $464 | $4,333-89.3% | $3,680-87.4% | $4,876-90.5% |
| Participant deferral / active EE | $1,700 | $4,478-62.0% | $3,897-56.4% | $5,439-68.7% |
| Admin fee / account holder | $2,829 | $6,333-55.3% | $5,194-45.5% | $10,886-74.0% |