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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 | $20,489 | $104,953-80.5% | $84,637-75.8% | $152,909-86.6% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 27.65% | 373.94%-346.3pp | 258.82%-231.2pp | 345.46%-317.8pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,068 | $4,691-55.9% | $3,900-47.0% | $5,851-64.7% |
| Admin fee / account holder | $433 | $6,244-93.1% | $4,914-91.2% | $11,601-96.3% |