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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 | $25,731 | $226,105-88.6% | $182,540-85.9% | $152,897-83.2% |
| Participation rate | 38.9% | 82.5%-43.6pp | 78.0%-39.1pp | 82.5%-43.6pp |
| Annual return | 23.71% | 192.58%-168.9pp | 148.58%-124.9pp | 345.43%-321.7pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,576 | $6,370-43.9% | $5,525-35.3% | $5,851-38.9% |
| Admin fee / account holder | $4,969 | $10,706-53.6% | $8,593-42.2% | $11,599-57.2% |