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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 | $58,984 | $154,209-61.8% | $130,062-54.6% | $139,487-57.7% |
| Participation rate | 13.3% | 82.0%-68.6pp | 78.5%-65.2pp | 80.3%-67.0pp |
| Annual return | 33.30% | 32.52%+0.8pp | -137.37%+170.7pp | 373.84%-340.5pp |
| Employer contribution / active EE | $482 | $5,292-90.9% | $4,322-88.9% | $4,755-89.9% |
| Participant deferral / active EE | $3,000 | $6,709-55.3% | $5,821-48.5% | $6,713-55.3% |
| Admin fee / account holder | $477 | $13,988-96.6% | $10,601-95.5% | $11,407-95.8% |