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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 | $75,076 | $111,785-32.8% | $93,669-19.8% | $145,877-48.5% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 11.16% | 203.79%-192.6pp | 133.59%-122.4pp | 551.28%-540.1pp |
| Employer contribution / active EE | $265 | $3,096-91.4% | $2,424-89.1% | $4,663-94.3% |
| Participant deferral / active EE | $3,117 | $4,919-36.6% | $4,416-29.4% | $6,691-53.4% |
| Admin fee / account holder | $378 | $10,256-96.3% | $8,291-95.4% | $13,402-97.2% |