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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 | $47,815 | $60,393-20.8% | $81,820-41.6% | $74,429-35.8% |
| Participation rate | 26.0% | 62.9%-36.9pp | 72.4%-46.4pp | 67.2%-41.2pp |
| Annual return | 15.32% | 16.89%-1.6pp | 777.93%-762.6pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $266 | $2,626-89.9% | $2,915-90.9% | $2,625-89.9% |
| Participant deferral / active EE | $1,237 | $3,397-63.6% | $4,323-71.4% | $4,348-71.6% |
| Admin fee / account holder | $1,385 | $1,491-7.1% | $7,391-81.3% | $1,944-28.8% |