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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 | $30,171 | $176,077-82.9% | $159,455-81.1% | $167,518-82.0% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 10.60% | 331.83%-321.2pp | 263.63%-253.0pp | 478.71%-468.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,105 | $7,751-47.0% | $7,353-44.2% | $6,342-35.3% |
| Admin fee / account holder | $27,250 | $12,556+117.0% | $10,800+152.3% | $12,312+121.3% |