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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 | $59,948 | $72,071-16.8% | $68,368-12.3% | $137,256-56.3% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 14.91% | 353.14%-338.2pp | 292.57%-277.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $110 | $2,788-96.1% | $2,649-95.9% | $4,156-97.4% |
| Participant deferral / active EE | $718 | $4,410-83.7% | $4,123-82.6% | $6,407-88.8% |
| Admin fee / account holder | $643 | $5,336-87.9% | $5,150-87.5% | $12,270-94.8% |