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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 | $59,299 | $106,923-44.5% | $84,023-29.4% | $152,909-61.2% |
| Participation rate | 41.2% | 75.3%-34.1pp | 69.0%-27.8pp | 82.5%-41.3pp |
| Annual return | 22.63% | 105.02%-82.4pp | 71.32%-48.7pp | 345.46%-322.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,128 | $4,013-47.0% | $3,239-34.3% | $5,851-63.6% |
| Admin fee / account holder | $1,903 | $8,289-77.0% | $6,102-68.8% | $11,601-83.6% |