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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 | $68,666 | $177,353-61.3% | $158,226-56.6% | $198,609-65.4% |
| Participation rate | 33.3% | 77.0%-43.7pp | 74.8%-41.5pp | 82.4%-49.0pp |
| Annual return | 18.55% | 599.50%-581.0pp | 501.41%-482.9pp | 202.70%-184.2pp |
| Employer contribution / active EE | $530 | $3,239-83.7% | $2,986-82.3% | $5,055-89.5% |
| Participant deferral / active EE | $3,935 | $4,615-14.7% | $4,317-8.8% | $6,977-43.6% |
| Admin fee / account holder | $481 | $10,960-95.6% | $10,217-95.3% | $19,030-97.5% |