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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 | $66,986 | $106,008-36.8% | $92,240-27.4% | $147,586-54.6% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 19.50% | 50.05%-30.6pp | 176.29%-156.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $643 | $4,333-85.2% | $3,680-82.5% | $4,876-86.8% |
| Participant deferral / active EE | $3,438 | $4,478-23.2% | $3,897-11.8% | $5,439-36.8% |
| Admin fee / account holder | $6,339 | $6,333+0.1% | $5,194+22.0% | $10,886-41.8% |