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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 | $34,124 | $106,008-67.8% | $92,240-63.0% | $147,586-76.9% |
| Participation rate | 53.3% | 80.4%-27.1pp | 76.5%-23.1pp | 82.8%-29.5pp |
| Annual return | 11.26% | 50.05%-38.8pp | 176.29%-165.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,860 | $4,478-58.5% | $3,897-52.3% | $5,439-65.8% |
| Admin fee / account holder | $874 | $6,333-86.2% | $5,194-83.2% | $10,886-92.0% |