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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 | $39,775 | $107,368-63.0% | $92,915-57.2% | $152,909-74.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 26.96% | 145.64%-118.7pp | 109.45%-82.5pp | 345.46%-318.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,567 | $4,848-47.1% | $4,238-39.4% | $5,851-56.1% |
| Admin fee / account holder | $472 | $7,082-93.3% | $5,796-91.9% | $11,601-95.9% |