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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 | $77,658 | $160,040-51.5% | $147,096-47.2% | $145,877-46.8% |
| Participation rate | 47.4% | 84.0%-36.7pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 8010.17% | 98.49%+7911.7pp | 419.75%+7590.4pp | 551.28%+7458.9pp |
| Employer contribution / active EE | $416 | $5,289-92.1% | $4,936-91.6% | $4,663-91.1% |
| Participant deferral / active EE | $3,977 | $8,429-52.8% | $8,071-50.7% | $6,691-40.6% |
| Admin fee / account holder | $6,929 | $15,050-54.0% | $13,005-46.7% | $13,402-48.3% |