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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 | $99,086 | $154,159-35.7% | $130,026-23.8% | $139,456-28.9% |
| Participation rate | 7.7% | 82.0%-74.3pp | 78.5%-70.8pp | 80.3%-72.6pp |
| Annual return | 12.12% | 32.50%-20.4pp | -137.26%+149.4pp | 373.45%-361.3pp |
| Employer contribution / active EE | $451 | $5,292-91.5% | $4,321-89.6% | $4,753-90.5% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $942 | $14,001-93.3% | $10,608-91.1% | $11,407-91.7% |