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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 | $63,678 | $85,171-25.2% | $172,752-63.1% | $72,975-12.7% |
| Participation rate | 20.8% | 70.1%-49.3pp | 82.6%-61.9pp | 69.5%-48.7pp |
| Annual return | 16.65% | 27.32%-10.7pp | 802.97%-786.3pp | 81.01%-64.4pp |
| Employer contribution / active EE | $35 | $3,324-98.9% | $5,144-99.3% | $2,440-98.6% |
| Participant deferral / active EE | $917 | $3,260-71.9% | $5,198-82.4% | $3,608-74.6% |
| Admin fee / account holder | $4,864 | $5,880-17.3% | $13,955-65.1% | $5,124-5.1% |