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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 | $61,272 | $70,366-12.9% | $66,674-8.1% | $138,895-55.9% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.7%-48.7pp | 79.9%-54.9pp |
| Annual return | 18.99% | 386.41%-367.4pp | 321.24%-302.3pp | 145.39%-126.4pp |
| Employer contribution / active EE | $165 | $2,765-94.1% | $2,620-93.7% | $4,194-96.1% |
| Participant deferral / active EE | $1,581 | $4,374-63.9% | $4,084-61.3% | $6,396-75.3% |
| Admin fee / account holder | $442 | $5,262-91.6% | $5,098-91.3% | $12,562-96.5% |