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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 | $28,824 | $102,595-71.9% | $94,057-69.4% | $154,746-81.4% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | 14.82% | 583.42%-568.6pp | 480.62%-465.8pp | 172.34%-157.5pp |
| Employer contribution / active EE | $154 | $3,147-95.1% | $2,933-94.8% | $4,379-96.5% |
| Participant deferral / active EE | $1,389 | $5,118-72.9% | $4,709-70.5% | $6,730-79.4% |
| Admin fee / account holder | $686 | $7,736-91.1% | $7,244-90.5% | $14,365-95.2% |