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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 | $39,229 | $107,363-63.5% | $92,909-57.8% | $152,897-74.3% |
| Participation rate | 21.7% | 79.8%-58.0pp | 76.0%-54.3pp | 82.5%-60.7pp |
| Annual return | 19.45% | 145.63%-126.2pp | 109.44%-90.0pp | 345.43%-326.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,523 | $4,848-68.6% | $4,238-64.1% | $5,851-74.0% |
| Admin fee / account holder | $5,167 | $7,082-27.0% | $5,795-10.8% | $11,599-55.5% |