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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 | $99,921-26.3% | $85,009-13.4% | $145,959-49.6% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 10.89% | 83.89%-73.0pp | 66.47%-55.6pp | 561.95%-551.1pp |
| Employer contribution / active EE | $22 | $3,233-99.3% | $2,728-99.2% | $4,661-99.5% |
| Participant deferral / active EE | $5,478 | $5,293+3.5% | $4,522+21.1% | $6,689-18.1% |
| Admin fee / account holder | $2,786 | $7,252-61.6% | $6,153-54.7% | $13,398-79.2% |