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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 | $43,115 | $102,595-58.0% | $94,057-54.2% | $154,746-72.1% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | 19.77% | 583.42%-563.7pp | 480.62%-460.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,123 | $5,118-58.5% | $4,709-54.9% | $6,730-68.5% |
| Admin fee / account holder | $436 | $7,736-94.4% | $7,244-94.0% | $14,365-97.0% |