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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 | $59,110 | $102,663-42.4% | $86,216-31.4% | $139,466-57.6% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.0%-44.0pp | 80.3%-55.3pp |
| Annual return | 27.93% | 1924.52%-1896.6pp | 1169.42%-1141.5pp | 373.66%-345.7pp |
| Employer contribution / active EE | $303 | $3,035-90.0% | $2,382-87.3% | $4,754-93.6% |
| Participant deferral / active EE | $2,797 | $4,677-40.2% | $3,986-29.8% | $6,712-58.3% |
| Admin fee / account holder | $419 | $8,663-95.2% | $6,853-93.9% | $11,409-96.3% |