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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 | $100,203-26.5% | $85,240-13.7% | $145,897-49.6% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 10.89% | 84.28%-73.4pp | 66.75%-55.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $22 | $3,242-99.3% | $2,735-99.2% | $4,663-99.5% |
| Participant deferral / active EE | $5,478 | $5,299+3.4% | $4,527+21.0% | $6,689-18.1% |
| Admin fee / account holder | $2,786 | $7,265-61.6% | $6,165-54.8% | $13,390-79.2% |