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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 | $24,119 | $176,077-86.3% | $159,455-84.9% | $167,518-85.6% |
| Participation rate | 53.3% | 84.9%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 13.64% | 331.83%-318.2pp | 263.63%-250.0pp | 478.71%-465.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,660 | $7,751-39.9% | $7,353-36.6% | $6,342-26.5% |
| Admin fee / account holder | $1,488 | $12,556-88.2% | $10,800-86.2% | $12,312-87.9% |