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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 | $67,746 | $102,595-34.0% | $94,057-28.0% | $154,746-56.2% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | 13.91% | 583.42%-569.5pp | 480.62%-466.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $159 | $3,147-95.0% | $2,933-94.6% | $4,379-96.4% |
| Participant deferral / active EE | $1,562 | $5,118-69.5% | $4,709-66.8% | $6,730-76.8% |
| Admin fee / account holder | $691 | $7,736-91.1% | $7,244-90.5% | $14,365-95.2% |