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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 | $95,668 | $171,492-44.2% | $150,734-36.5% | $198,609-51.8% |
| Participation rate | 44.4% | 81.4%-37.0pp | 78.4%-34.0pp | 82.4%-37.9pp |
| Annual return | 9.17% | 804.70%-795.5pp | 600.81%-591.6pp | 202.70%-193.5pp |
| Employer contribution / active EE | $1,069 | $5,470-80.5% | $4,918-78.3% | $5,055-78.9% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $678 | $17,628-96.2% | $14,905-95.4% | $19,030-96.4% |