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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 | $54,004 | $105,210-48.7% | $159,487-66.1% | $85,851-37.1% |
| Participation rate | 18.6% | 75.8%-57.2pp | 82.8%-64.2pp | 69.3%-50.7pp |
| Annual return | 19.06% | 45.08%-26.0pp | 263.71%-244.6pp | 318.63%-299.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,643 | $5,946-55.6% | $7,354-64.1% | $3,952-33.1% |
| Admin fee / account holder | $2,890 | $6,934-58.3% | $10,804-73.3% | $6,261-53.8% |