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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 | $102,595-45.6% | $94,057-40.7% | $154,746-64.0% |
| Participation rate | 16.7% | 76.0%-59.3pp | 73.3%-56.7pp | 80.7%-64.0pp |
| Annual return | 19.76% | 583.42%-563.7pp | 480.62%-460.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $268 | $3,147-91.5% | $2,933-90.9% | $4,379-93.9% |
| Participant deferral / active EE | $2,796 | $5,118-45.4% | $4,709-40.6% | $6,730-58.5% |
| Admin fee / account holder | $489 | $7,736-93.7% | $7,244-93.3% | $14,365-96.6% |