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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 | $52,677 | $96,388-45.3% | $80,627-34.7% | $139,466-62.2% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 190.96% | 1352.08%-1161.1pp | 936.76%-745.8pp | 373.66%-182.7pp |
| Employer contribution / active EE | $385 | $3,260-88.2% | $2,723-85.9% | $4,754-91.9% |
| Participant deferral / active EE | $1,808 | $5,224-65.4% | $4,443-59.3% | $6,712-73.1% |
| Admin fee / account holder | $799 | $6,603-87.9% | $5,381-85.2% | $11,409-93.0% |