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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 | $80,733 | $103,008-21.6% | $90,304-10.6% | $152,897-47.2% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.5%-62.5pp |
| Annual return | 21.73% | 95.22%-73.5pp | 78.13%-56.4pp | 345.43%-323.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,141 | $4,281-26.6% | $3,885-19.2% | $5,851-46.3% |
| Admin fee / account holder | $321 | $6,175-94.8% | $5,354-94.0% | $11,599-97.2% |