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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 | $55,763 | $72,071-22.6% | $68,368-18.4% | $137,256-59.4% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.0%-63.3pp |
| Annual return | 19.76% | 353.14%-333.4pp | 292.57%-272.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $268 | $2,788-90.4% | $2,649-89.9% | $4,156-93.5% |
| Participant deferral / active EE | $2,796 | $4,410-36.6% | $4,123-32.2% | $6,407-56.4% |
| Admin fee / account holder | $489 | $5,336-90.8% | $5,150-90.5% | $12,270-96.0% |