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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 | $79,803 | $106,008-24.7% | $92,240-13.5% | $147,586-45.9% |
| Participation rate | 15.4% | 80.4%-65.0pp | 76.5%-61.1pp | 82.8%-67.4pp |
| Annual return | 23.84% | 50.05%-26.2pp | 176.29%-152.5pp | 578.59%-554.8pp |
| Employer contribution / active EE | $612 | $4,333-85.9% | $3,680-83.4% | $4,876-87.4% |
| Participant deferral / active EE | $2,769 | $4,478-38.2% | $3,897-28.9% | $5,439-49.1% |
| Admin fee / account holder | $316 | $6,333-95.0% | $5,194-93.9% | $10,886-97.1% |