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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 | $52,611 | $81,643-35.6% | $70,462-25.3% | $158,950-66.9% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 50.59% | 208.51%-157.9pp | 109.08%-58.5pp | 302.91%-252.3pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,846 | $4,555+116.2% | $3,710+165.4% | $5,983+64.6% |
| Admin fee / account holder | $336 | $6,194-94.6% | $3,845-91.3% | $11,248-97.0% |