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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 | $94,873 | $156,927-39.5% | $121,169-21.7% | $139,456-32.0% |
| Participation rate | 18.2% | 76.4%-58.3pp | 69.5%-51.3pp | 80.3%-62.1pp |
| Annual return | 13.90% | 1475.85%-1461.9pp | 986.71%-972.8pp | 373.45%-359.5pp |
| Employer contribution / active EE | $147 | $5,542-97.3% | $4,168-96.5% | $4,753-96.9% |
| Participant deferral / active EE | $2,764 | $4,848-43.0% | $4,083-32.3% | $6,711-58.8% |
| Admin fee / account holder | $4,488 | $6,946-35.4% | $5,645-20.5% | $11,407-60.7% |