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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 | $72,633 | $88,778-18.2% | $81,844-11.3% | $145,884-50.2% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 12.74% | 1033.03%-1020.3pp | 778.87%-766.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $296 | $3,087-90.4% | $2,916-89.8% | $4,662-93.6% |
| Participant deferral / active EE | $1,287 | $4,648-72.3% | $4,323-70.2% | $6,690-80.8% |
| Admin fee / account holder | $1,129 | $8,430-86.6% | $7,355-84.7% | $13,392-91.6% |