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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 | $90,168 | $177,353-49.2% | $158,226-43.0% | $198,609-54.6% |
| Participation rate | 11.1% | 77.0%-65.9pp | 74.8%-63.7pp | 82.4%-71.3pp |
| Annual return | 19.90% | 599.50%-579.6pp | 501.41%-481.5pp | 202.70%-182.8pp |
| Employer contribution / active EE | $294 | $3,239-90.9% | $2,986-90.2% | $5,055-94.2% |
| Participant deferral / active EE | $1,288 | $4,615-72.1% | $4,317-70.2% | $6,977-81.5% |
| Admin fee / account holder | $891 | $10,960-91.9% | $10,217-91.3% | $19,030-95.3% |