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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 | $19,565 | $107,941-81.9% | $91,994-78.7% | $152,909-87.2% |
| Participation rate | 38.1% | 81.2%-43.1pp | 78.6%-40.5pp | 82.5%-44.4pp |
| Annual return | 27.99% | 89.28%-61.3pp | 69.04%-41.0pp | 345.46%-317.5pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,791 | $6,366-56.2% | $5,924-52.9% | $5,851-52.3% |
| Admin fee / account holder | $1,876 | $10,521-82.2% | $7,744-75.8% | $11,601-83.8% |