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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 | $70,506 | $88,815-20.6% | $81,882-13.9% | $145,897-51.7% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 9.70% | 1033.75%-1024.0pp | 779.47%-769.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $300 | $3,086-90.3% | $2,916-89.7% | $4,663-93.6% |
| Participant deferral / active EE | $1,408 | $4,647-69.7% | $4,323-67.4% | $6,689-78.9% |
| Admin fee / account holder | $21,077 | $8,434+149.9% | $7,360+186.4% | $13,390+57.4% |