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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 | $57,842 | $110,093-47.5% | $97,295-40.5% | $145,897-60.4% |
| Participation rate | 12.5% | 75.9%-63.4pp | 72.7%-60.2pp | 80.3%-67.8pp |
| Annual return | 10.17% | 244.76%-234.6pp | 75.62%-65.4pp | 552.29%-542.1pp |
| Employer contribution / active EE | $40 | $3,077-98.7% | $2,723-98.5% | $4,663-99.1% |
| Participant deferral / active EE | $1,830 | $4,678-60.9% | $4,264-57.1% | $6,689-72.6% |
| Admin fee / account holder | $474 | $6,212-92.4% | $5,646-91.6% | $13,390-96.5% |