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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 | $86,571 | $102,595-15.6% | $94,057-8.0% | $154,746-44.1% |
| Participation rate | 21.7% | 76.0%-54.3pp | 73.3%-51.6pp | 80.7%-59.0pp |
| Annual return | 14.01% | 583.42%-569.4pp | 480.62%-466.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,909 | $5,118-43.2% | $4,709-38.2% | $6,730-56.8% |
| Admin fee / account holder | $679 | $7,736-91.2% | $7,244-90.6% | $14,365-95.3% |