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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 | $26,758 | $102,595-73.9% | $94,057-71.6% | $154,746-82.7% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 80.7%-36.3pp |
| Annual return | 35.34% | 583.42%-548.1pp | 480.62%-445.3pp | 172.34%-137.0pp |
| Employer contribution / active EE | $119 | $3,147-96.2% | $2,933-96.0% | $4,379-97.3% |
| Participant deferral / active EE | $6,965 | $5,118+36.1% | $4,709+47.9% | $6,730+3.5% |
| Admin fee / account holder | $339 | $7,736-95.6% | $7,244-95.3% | $14,365-97.6% |