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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 | $21,655 | $92,707-76.6% | $82,726-73.8% | $134,493-83.9% |
| Participation rate | 30.0% | 75.2%-45.2pp | 72.6%-42.6pp | 81.2%-51.2pp |
| Annual return | 0.37% | 945.12%-944.8pp | 701.33%-701.0pp | 418.01%-417.6pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,758 | $4,801-42.5% | $4,394-37.2% | $6,400-56.9% |
| Admin fee / account holder | $5,000 | $5,980-16.4% | $5,328-6.1% | $11,425-56.2% |