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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 | $68,264 | $234,190-70.9% | $180,320-62.1% | $198,609-65.6% |
| Participation rate | 20.0% | 77.1%-57.1pp | 71.5%-51.5pp | 82.4%-62.4pp |
| Annual return | 16.18% | 1057.44%-1041.3pp | 778.54%-762.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $294 | $5,258-94.4% | $4,108-92.9% | $5,055-94.2% |
| Participant deferral / active EE | $1,198 | $4,988-76.0% | $4,304-72.2% | $6,977-82.8% |
| Admin fee / account holder | $867 | $12,558-93.1% | $10,000-91.3% | $19,030-95.4% |