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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 | $72,071-6.0% | $68,368-0.9% | $137,256-50.6% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 13.91% | 353.14%-339.2pp | 292.57%-278.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $159 | $2,788-94.3% | $2,649-94.0% | $4,156-96.2% |
| Participant deferral / active EE | $1,562 | $4,410-64.6% | $4,123-62.1% | $6,407-75.6% |
| Admin fee / account holder | $691 | $5,336-87.0% | $5,150-86.6% | $12,270-94.4% |