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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 | $17,603 | $88,778-80.2% | $81,844-78.5% | $145,884-87.9% |
| Participation rate | 6.7% | 75.1%-68.4pp | 72.4%-65.7pp | 80.3%-73.6pp |
| Annual return | 12.83% | 1033.03%-1020.2pp | 778.87%-766.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $155 | $3,087-95.0% | $2,916-94.7% | $4,662-96.7% |
| Participant deferral / active EE | $693 | $4,648-85.1% | $4,323-84.0% | $6,690-89.6% |
| Admin fee / account holder | $1,345 | $8,430-84.0% | $7,355-81.7% | $13,392-90.0% |