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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 | $67,007 | $72,465-7.5% | $67,575-0.8% | $145,884-54.1% |
| Participation rate | 14.3% | 76.9%-62.6pp | 72.9%-58.6pp | 80.3%-66.0pp |
| Annual return | 15.24% | 7222.56%-7207.3pp | 3528.98%-3513.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $303 | $3,074-90.1% | $2,736-88.9% | $4,662-93.5% |
| Participant deferral / active EE | $2,743 | $4,786-42.7% | $4,003-31.5% | $6,690-59.0% |
| Admin fee / account holder | $316 | $5,515-94.3% | $3,993-92.1% | $13,392-97.6% |