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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 | $71,751 | $88,815-19.2% | $81,882-12.4% | $145,897-50.8% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 10.90% | 1033.75%-1022.8pp | 779.47%-768.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $76 | $3,086-97.5% | $2,916-97.4% | $4,663-98.4% |
| Participant deferral / active EE | $1,611 | $4,647-65.3% | $4,323-62.7% | $6,689-75.9% |
| Admin fee / account holder | $952 | $8,434-88.7% | $7,360-87.1% | $13,390-92.9% |