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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 | $86,374 | $102,595-15.8% | $94,057-8.2% | $154,746-44.2% |
| Participation rate | 13.3% | 76.0%-62.7pp | 73.3%-60.0pp | 80.7%-67.4pp |
| Annual return | 19.22% | 583.42%-564.2pp | 480.62%-461.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $250 | $3,147-92.1% | $2,933-91.5% | $4,379-94.3% |
| Participant deferral / active EE | $1,286 | $5,118-74.9% | $4,709-72.7% | $6,730-80.9% |
| Admin fee / account holder | $2,013 | $7,736-74.0% | $7,244-72.2% | $14,365-86.0% |