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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 | $59,158 | $88,702-33.3% | $81,780-27.7% | $145,978-59.5% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 17.08% | 1029.12%-1012.0pp | 776.27%-759.2pp | 550.52%-533.4pp |
| Employer contribution / active EE | $127 | $3,084-95.9% | $2,914-95.7% | $4,662-97.3% |
| Participant deferral / active EE | $2,092 | $4,645-55.0% | $4,321-51.6% | $6,690-68.7% |
| Admin fee / account holder | $972 | $8,414-88.4% | $7,384-86.8% | $13,400-92.7% |