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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 | $61,131 | $72,071-15.2% | $68,368-10.6% | $137,256-55.5% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.0%-63.3pp |
| Annual return | 15.00% | 353.14%-338.1pp | 292.57%-277.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $254 | $2,788-90.9% | $2,649-90.4% | $4,156-93.9% |
| Participant deferral / active EE | $762 | $4,410-82.7% | $4,123-81.5% | $6,407-88.1% |
| Admin fee / account holder | $647 | $5,336-87.9% | $5,150-87.4% | $12,270-94.7% |