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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 | $72,071-27.1% | $68,368-23.2% | $137,256-61.7% |
| Participation rate | 26.7% | 76.2%-49.6pp | 73.8%-47.1pp | 80.0%-53.3pp |
| Annual return | 14.94% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,278 | $4,410-25.7% | $4,123-20.5% | $6,407-48.8% |
| Admin fee / account holder | $1,169 | $5,336-78.1% | $5,150-77.3% | $12,270-90.5% |