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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 | $51,382 | $96,643-46.8% | $86,617-40.7% | $139,456-63.2% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 23.46% | 106.57%-83.1pp | 591.91%-568.5pp | 373.45%-350.0pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,133 | $4,835+26.9% | $4,437+38.2% | $6,711-8.6% |
| Admin fee / account holder | $337 | $6,406-94.7% | $5,613-94.0% | $11,407-97.0% |