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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 | $25,386 | $85,766-70.4% | $136,298-81.4% | $70,126-63.8% |
| Participation rate | 69.6% | 74.2%-4.6pp | 81.9%-12.4pp | 69.5%0pp |
| Annual return | 26.09% | 31.46%-5.4pp | 5156.27%-5130.2pp | 73.15%-47.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $10,390 | $5,051+105.7% | $6,247+66.3% | $3,332+211.8% |
| Admin fee / account holder | $2,133 | $5,421-60.7% | $9,244-76.9% | $4,645-54.1% |