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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 | $32,014 | $144,130-77.8% | $117,860-72.8% | $147,585-78.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 37.59% | 531.20%-493.6pp | 335.10%-297.5pp | 578.58%-541.0pp |
| Employer contribution / active EE | $37 | $4,897-99.2% | $3,786-99.0% | $4,876-99.2% |
| Participant deferral / active EE | $13,303 | $5,316+150.2% | $4,482+196.8% | $5,439+144.6% |
| Admin fee / account holder | $3,352 | $10,887-69.2% | $8,021-58.2% | $10,886-69.2% |