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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 | $88,778-33.4% | $81,844-27.7% | $145,884-59.4% |
| Participation rate | 16.7% | 75.1%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 17.08% | 1033.03%-1016.0pp | 778.87%-761.8pp | 551.85%-534.8pp |
| Employer contribution / active EE | $127 | $3,087-95.9% | $2,916-95.7% | $4,662-97.3% |
| Participant deferral / active EE | $2,092 | $4,648-55.0% | $4,323-51.6% | $6,690-68.7% |
| Admin fee / account holder | $972 | $8,430-88.5% | $7,355-86.8% | $13,392-92.7% |