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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 | $80,072 | $96,691-17.2% | $86,656-7.6% | $139,487-42.6% |
| Participation rate | 26.7% | 74.4%-47.8pp | 71.7%-45.0pp | 80.3%-53.7pp |
| Annual return | 17.08% | 106.87%-89.8pp | 593.09%-576.0pp | 373.84%-356.8pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,247 | $4,838-74.2% | $4,439-71.9% | $6,713-81.4% |
| Admin fee / account holder | $550 | $6,414-91.4% | $5,619-90.2% | $11,407-95.2% |