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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 | $26,384 | $102,595-74.3% | $94,057-71.9% | $154,746-82.9% |
| Participation rate | 34.8% | 76.0%-41.2pp | 73.3%-38.6pp | 80.7%-45.9pp |
| Annual return | 20.34% | 583.42%-563.1pp | 480.62%-460.3pp | 172.34%-152.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,520 | $5,118-50.8% | $4,709-46.5% | $6,730-62.6% |
| Admin fee / account holder | $1,120 | $7,736-85.5% | $7,244-84.5% | $14,365-92.2% |