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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 | $71,581 | $113,338-36.8% | $94,993-24.6% | $147,586-51.5% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 15.48% | 20.80%-5.3pp | 27.14%-11.7pp | 578.59%-563.1pp |
| Employer contribution / active EE | $29 | $3,160-99.1% | $2,603-98.9% | $4,876-99.4% |
| Participant deferral / active EE | $1,810 | $3,777-52.1% | $3,317-45.4% | $5,439-66.7% |
| Admin fee / account holder | $539 | $6,063-91.1% | $4,960-89.1% | $10,886-95.0% |