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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 | $21,154 | $96,678-78.1% | $86,640-75.6% | $139,466-84.8% |
| Participation rate | 36.4% | 74.4%-38.1pp | 71.7%-35.3pp | 80.3%-44.0pp |
| Annual return | 17.67% | 106.69%-89.0pp | 592.52%-574.9pp | 373.66%-356.0pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,129 | $4,837-76.7% | $4,438-74.6% | $6,712-83.2% |
| Admin fee / account holder | $69,700 | $6,410+987.4% | $5,616+1141.2% | $11,409+510.9% |