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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 | $53,657 | $160,028-66.5% | $147,080-63.5% | $145,884-63.2% |
| Participation rate | 9.5% | 84.0%-74.5pp | 82.2%-72.7pp | 80.3%-70.8pp |
| Annual return | 13.92% | 98.60%-84.7pp | 420.17%-406.3pp | 551.85%-537.9pp |
| Employer contribution / active EE | $10 | $5,286-99.8% | $4,933-99.8% | $4,662-99.8% |
| Participant deferral / active EE | $8,744 | $8,422+3.8% | $8,066+8.4% | $6,690+30.7% |
| Admin fee / account holder | $6,840 | $15,030-54.5% | $12,989-47.3% | $13,392-48.9% |