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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 | $73,604 | $100,073-26.5% | $85,126-13.5% | $145,877-49.5% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 10.89% | 84.11%-73.2pp | 66.63%-55.7pp | 551.28%-540.4pp |
| Employer contribution / active EE | $22 | $3,236-99.3% | $2,731-99.2% | $4,663-99.5% |
| Participant deferral / active EE | $5,478 | $5,294+3.5% | $4,523+21.1% | $6,691-18.1% |
| Admin fee / account holder | $2,786 | $7,261-61.6% | $6,160-54.8% | $13,402-79.2% |