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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 | $43,127 | $110,039-60.8% | $97,260-55.7% | $145,884-70.4% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 16.30% | 244.44%-228.1pp | 75.54%-59.2pp | 551.85%-535.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,851 | $4,674-39.0% | $4,262-33.1% | $6,690-57.4% |
| Admin fee / account holder | $930 | $6,204-85.0% | $5,640-83.5% | $13,392-93.1% |