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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 | $57,809 | $48,570+19.0% | $130,660-55.8% | $72,976-20.8% |
| Participation rate | 39.1% | 58.6%-19.4pp | 71.7%-32.6pp | 69.5%-30.4pp |
| Annual return | 24.99% | 38.63%-13.6pp | 1709.29%-1684.3pp | 81.02%-56.0pp |
| Employer contribution / active EE | $258 | $1,334-80.6% | $4,092-93.7% | $2,440-89.4% |
| Participant deferral / active EE | $3,838 | $2,384+61.0% | $3,603+6.5% | $3,608+6.4% |
| Admin fee / account holder | $9,042 | $3,549+154.8% | $5,463+65.5% | $5,124+76.5% |