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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 | $23,098 | $96,678-76.1% | $86,640-73.3% | $139,466-83.4% |
| Participation rate | 13.3% | 74.4%-61.1pp | 71.7%-58.4pp | 80.3%-67.0pp |
| Annual return | 19.52% | 106.69%-87.2pp | 592.52%-573.0pp | 373.66%-354.1pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,161 | $4,837-55.3% | $4,438-51.3% | $6,712-67.8% |
| Admin fee / account holder | $1,088 | $6,410-83.0% | $5,616-80.6% | $11,409-90.5% |