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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 | $64,751 | $88,778-27.1% | $81,844-20.9% | $145,884-55.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.94% | 1033.03%-1019.1pp | 778.87%-764.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $283 | $3,087-90.8% | $2,916-90.3% | $4,662-93.9% |
| Participant deferral / active EE | $2,826 | $4,648-39.2% | $4,323-34.6% | $6,690-57.8% |
| Admin fee / account holder | $680 | $8,430-91.9% | $7,355-90.8% | $13,392-94.9% |