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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 | $56,836 | $96,691-41.2% | $86,656-34.4% | $139,487-59.3% |
| Participation rate | 42.1% | 74.4%-32.3pp | 71.7%-29.6pp | 80.3%-38.2pp |
| Annual return | 13.33% | 106.87%-93.5pp | 593.09%-579.8pp | 373.84%-360.5pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,824 | $4,838-62.3% | $4,439-58.9% | $6,713-72.8% |
| Admin fee / account holder | $2,094 | $6,414-67.4% | $5,619-62.7% | $11,407-81.6% |