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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 | $72,101 | $88,778-18.8% | $81,844-11.9% | $145,884-50.6% |
| Participation rate | 30.0% | 75.1%-45.1pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 10.44% | 1033.03%-1022.6pp | 778.87%-768.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $301 | $3,087-90.3% | $2,916-89.7% | $4,662-93.6% |
| Participant deferral / active EE | $1,203 | $4,648-74.1% | $4,323-72.2% | $6,690-82.0% |
| Admin fee / account holder | $3,849 | $8,430-54.3% | $7,355-47.7% | $13,392-71.3% |