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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 | $68,267 | $106,003-35.6% | $92,236-26.0% | $147,585-53.7% |
| Participation rate | 64.3% | 80.4%-16.1pp | 76.5%-12.2pp | 82.8%-18.5pp |
| Annual return | 19.54% | 50.05%-30.5pp | 176.29%-156.7pp | 578.57%-559.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,194 | $4,478-73.3% | $3,897-69.4% | $5,439-78.0% |
| Admin fee / account holder | $6,134 | $6,333-3.1% | $5,194+18.1% | $10,885-43.6% |