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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 | $63,303 | $96,678-34.5% | $86,640-26.9% | $139,466-54.6% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 17.13% | 106.69%-89.6pp | 592.52%-575.4pp | 373.66%-356.5pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,076 | $4,837-77.8% | $4,438-75.8% | $6,712-84.0% |
| Admin fee / account holder | $1,702 | $6,410-73.4% | $5,616-69.7% | $11,409-85.1% |