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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 | $177,156-69.9% | $147,027-63.7% | $154,746-65.5% |
| Participation rate | 8.3% | 79.4%-71.0pp | 73.7%-65.4pp | 80.7%-72.4pp |
| Annual return | 230.33% | 21.94%+208.4pp | 20.23%+210.1pp | 172.34%+58.0pp |
| Employer contribution / active EE | $93 | $4,336-97.8% | $3,626-97.4% | $4,379-97.9% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,460 | $14,904-43.2% | $12,223-30.8% | $14,365-41.1% |