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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 | $65,327 | $102,595-36.3% | $94,057-30.5% | $154,746-57.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 12.98% | 583.42%-570.4pp | 480.62%-467.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,363 | $5,118+24.3% | $4,709+35.1% | $6,730-5.5% |
| Admin fee / account holder | $1,015 | $7,736-86.9% | $7,244-86.0% | $14,365-92.9% |