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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 | $39,830 | $90,397-55.9% | $76,002-47.6% | $145,959-72.7% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 15.84% | 621.97%-606.1pp | 360.07%-344.2pp | 561.95%-546.1pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,646 | $5,163-68.1% | $4,257-61.3% | $6,689-75.4% |
| Admin fee / account holder | $488 | $8,369-94.2% | $6,414-92.4% | $13,398-96.4% |