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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 | $78,646 | $101,618-22.6% | $93,063-15.5% | $137,256-42.7% |
| Participation rate | 7.1% | 74.9%-67.8pp | 72.1%-65.0pp | 80.0%-72.8pp |
| Annual return | 18.67% | 223.95%-205.3pp | 34.15%-15.5pp | 220.34%-201.7pp |
| Employer contribution / active EE | $44 | $2,707-98.4% | $2,476-98.2% | $4,156-99.0% |
| Participant deferral / active EE | $671 | $4,279-84.3% | $3,958-83.0% | $6,407-89.5% |
| Admin fee / account holder | $783 | $6,198-87.4% | $6,033-87.0% | $12,270-93.6% |