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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 | $93,605 | $72,071+29.9% | $68,368+36.9% | $137,256-31.8% |
| Participation rate | 7.7% | 76.2%-68.5pp | 73.8%-66.1pp | 80.0%-72.3pp |
| Annual return | 19.75% | 353.14%-333.4pp | 292.57%-272.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $166 | $2,788-94.0% | $2,649-93.7% | $4,156-96.0% |
| Participant deferral / active EE | $693 | $4,410-84.3% | $4,123-83.2% | $6,407-89.2% |
| Admin fee / account holder | $433 | $5,336-91.9% | $5,150-91.6% | $12,270-96.5% |