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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 | $19,806 | $96,678-79.5% | $86,640-77.1% | $139,466-85.8% |
| Participation rate | 35.7% | 74.4%-38.7pp | 71.7%-36.0pp | 80.3%-44.6pp |
| Annual return | 18.88% | 106.69%-87.8pp | 592.52%-573.6pp | 373.66%-354.8pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,673 | $4,837-65.4% | $4,438-62.3% | $6,712-75.1% |
| Admin fee / account holder | $439 | $6,410-93.2% | $5,616-92.2% | $11,409-96.2% |