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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 | $22,457 | $114,047-80.3% | $96,144-76.6% | $167,497-86.6% |
| Participation rate | 57.1% | 75.1%-17.9pp | 68.4%-11.3pp | 82.1%-25.0pp |
| Annual return | 25.00% | 189.89%-164.9pp | 191.96%-167.0pp | 478.62%-453.6pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,695 | $5,194-67.4% | $4,349-61.0% | $6,341-73.3% |
| Admin fee / account holder | $2,191 | $6,897-68.2% | $5,537-60.4% | $12,310-82.2% |