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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 | $52,512 | $102,595-48.8% | $94,057-44.2% | $154,746-66.1% |
| Participation rate | 26.7% | 76.0%-49.3pp | 73.3%-46.7pp | 80.7%-54.0pp |
| Annual return | 14.94% | 583.42%-568.5pp | 480.62%-465.7pp | 172.34%-157.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,278 | $5,118-35.9% | $4,709-30.4% | $6,730-51.3% |
| Admin fee / account holder | $1,169 | $7,736-84.9% | $7,244-83.9% | $14,365-91.9% |