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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 | $55,673 | $72,071-22.8% | $68,368-18.6% | $137,256-59.4% |
| Participation rate | 23.8% | 76.2%-52.4pp | 73.8%-49.9pp | 80.0%-56.2pp |
| Annual return | 14.05% | 353.14%-339.1pp | 292.57%-278.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $278 | $2,788-90.0% | $2,649-89.5% | $4,156-93.3% |
| Participant deferral / active EE | $641 | $4,410-85.5% | $4,123-84.5% | $6,407-90.0% |
| Admin fee / account holder | $49,893 | $5,336+835.1% | $5,150+868.8% | $12,270+306.6% |