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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 | $42,429 | $73,518-42.3% | $63,005-32.7% | $147,585-71.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 23.17% | 175.46%-152.3pp | 87.59%-64.4pp | 578.58%-555.4pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,329 | $4,183+75.2% | $3,329+120.1% | $5,439+34.7% |
| Admin fee / account holder | $560 | $5,952-90.6% | $3,599-84.4% | $10,886-94.9% |