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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 | $31,981 | $134,817-76.3% | $123,973-74.2% | $155,188-79.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 132.91% | 515.49%-382.6pp | 388.13%-255.2pp | 148.84%-15.9pp |
| Employer contribution / active EE | $392 | $4,425-91.1% | $4,126-90.5% | $4,248-90.8% |
| Participant deferral / active EE | $2,304 | $5,706-59.6% | $5,247-56.1% | $6,531-64.7% |
| Admin fee / account holder | $7,854 | $13,245-40.7% | $11,799-33.4% | $14,480-45.8% |