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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 | $82,084 | $88,754-7.5% | $81,820+0.3% | $145,877-43.7% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 18.31% | 1031.77%-1013.5pp | 777.93%-759.6pp | 551.28%-533.0pp |
| Employer contribution / active EE | $203 | $3,085-93.4% | $2,915-93.0% | $4,663-95.7% |
| Participant deferral / active EE | $1,013 | $4,648-78.2% | $4,323-76.6% | $6,691-84.9% |
| Admin fee / account holder | $8,226 | $8,424-2.3% | $7,391+11.3% | $13,402-38.6% |