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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 | $78,894 | $106,005-25.6% | $92,239-14.5% | $147,585-46.5% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 20.66% | 50.05%-29.4pp | 176.29%-155.6pp | 578.58%-557.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,530 | $4,478-43.5% | $3,897-35.1% | $5,439-53.5% |
| Admin fee / account holder | $2,534 | $6,333-60.0% | $5,194-51.2% | $10,886-76.7% |