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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 | $47,619 | $106,008-55.1% | $92,240-48.4% | $147,586-67.7% |
| Participation rate | 46.2% | 80.4%-34.3pp | 76.5%-30.3pp | 82.8%-36.7pp |
| Annual return | 14.33% | 50.05%-35.7pp | 176.29%-162.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,415 | $4,478-68.4% | $3,897-63.7% | $5,439-74.0% |
| Admin fee / account holder | $800 | $6,333-87.4% | $5,194-84.6% | $10,886-92.7% |