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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 | $96,000 | $176,105-45.5% | $159,474-39.8% | $167,536-42.7% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 21.47% | 331.91%-310.4pp | 263.68%-242.2pp | 478.82%-457.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,258 | $7,751-58.0% | $7,353-55.7% | $6,342-48.6% |
| Admin fee / account holder | $1,344 | $12,559-89.3% | $10,802-87.6% | $12,315-89.1% |