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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 | $53,375 | $212,777-74.9% | $173,703-69.3% | $198,609-73.1% |
| Participation rate | 8.3% | 81.1%-72.7pp | 75.9%-67.6pp | 82.4%-74.0pp |
| Annual return | 230.33% | 18.82%+211.5pp | 17.46%+212.9pp | 202.70%+27.6pp |
| Employer contribution / active EE | $93 | $5,214-98.2% | $4,288-97.8% | $5,055-98.2% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,460 | $19,536-56.7% | $15,562-45.6% | $19,030-55.5% |