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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 | $52,503 | $111,785-53.0% | $93,669-43.9% | $145,877-64.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 14.39% | 203.79%-189.4pp | 133.59%-119.2pp | 551.28%-536.9pp |
| Employer contribution / active EE | $503 | $3,096-83.7% | $2,424-79.2% | $4,663-89.2% |
| Participant deferral / active EE | $1,246 | $4,919-74.7% | $4,416-71.8% | $6,691-81.4% |
| Admin fee / account holder | $669 | $10,256-93.5% | $8,291-91.9% | $13,402-95.0% |