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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 | $66,755 | $176,077-62.1% | $159,455-58.1% | $167,518-60.2% |
| Participation rate | 41.7% | 84.9%-43.3pp | 82.8%-41.2pp | 82.1%-40.4pp |
| Annual return | 11.58% | 331.83%-320.3pp | 263.63%-252.1pp | 478.71%-467.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,260 | $7,751-57.9% | $7,353-55.7% | $6,342-48.6% |
| Admin fee / account holder | $2,660 | $12,556-78.8% | $10,800-75.4% | $12,312-78.4% |