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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 | $81,125 | $88,778-8.6% | $81,844-0.9% | $145,884-44.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.13% | 1033.03%-1019.9pp | 778.87%-765.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $253 | $3,087-91.8% | $2,916-91.3% | $4,662-94.6% |
| Participant deferral / active EE | $2,106 | $4,648-54.7% | $4,323-51.3% | $6,690-68.5% |
| Admin fee / account holder | $18,429 | $8,430+118.6% | $7,355+150.6% | $13,392+37.6% |