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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 | $69,484 | $156,970-55.7% | $121,210-42.7% | $139,487-50.2% |
| Participation rate | 12.5% | 76.5%-64.0pp | 69.5%-57.0pp | 80.3%-67.8pp |
| Annual return | 14.54% | 1477.10%-1462.6pp | 987.41%-972.9pp | 373.84%-359.3pp |
| Employer contribution / active EE | $173 | $5,546-96.9% | $4,171-95.8% | $4,755-96.4% |
| Participant deferral / active EE | $1,416 | $4,849-70.8% | $4,084-65.3% | $6,713-78.9% |
| Admin fee / account holder | $5,551 | $6,947-20.1% | $5,647-1.7% | $11,407-51.3% |