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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 | $44,362 | $102,595-56.8% | $94,057-52.8% | $154,746-71.3% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 11.39% | 583.42%-572.0pp | 480.62%-469.2pp | 172.34%-160.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,528 | $5,118-31.1% | $4,709-25.1% | $6,730-47.6% |
| Admin fee / account holder | $1,742 | $7,736-77.5% | $7,244-76.0% | $14,365-87.9% |