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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 | $62,429 | $72,071-13.4% | $68,368-8.7% | $137,256-54.5% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.8%-61.3pp | 80.0%-67.5pp |
| Annual return | 19.09% | 353.14%-334.1pp | 292.57%-273.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $65 | $2,788-97.7% | $2,649-97.6% | $4,156-98.4% |
| Participant deferral / active EE | $645 | $4,410-85.4% | $4,123-84.4% | $6,407-89.9% |
| Admin fee / account holder | $683 | $5,336-87.2% | $5,150-86.7% | $12,270-94.4% |