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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 | $28,944 | $154,754-81.3% | $124,206-76.7% | $138,895-79.2% |
| Participation rate | 18.2% | 75.5%-57.3pp | 69.6%-51.4pp | 79.9%-61.7pp |
| Annual return | 23.79% | 709.28%-685.5pp | 515.27%-491.5pp | 145.39%-121.6pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,987 | $4,621-35.4% | $3,968-24.7% | $6,396-53.3% |
| Admin fee / account holder | $310 | $6,690-95.4% | $5,929-94.8% | $12,562-97.5% |