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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 | $54,774 | $102,595-46.6% | $94,057-41.8% | $154,746-64.6% |
| Participation rate | 29.4% | 76.0%-46.6pp | 73.3%-43.9pp | 80.7%-51.3pp |
| Annual return | 16.31% | 583.42%-567.1pp | 480.62%-464.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,066 | $5,118-59.6% | $4,709-56.1% | $6,730-69.3% |
| Admin fee / account holder | $532 | $7,736-93.1% | $7,244-92.7% | $14,365-96.3% |