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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 | $49,129 | $176,077-72.1% | $159,455-69.2% | $167,518-70.7% |
| Participation rate | 65.2% | 84.9%-19.7pp | 82.8%-17.6pp | 82.1%-16.9pp |
| Annual return | 17.33% | 331.83%-314.5pp | 263.63%-246.3pp | 478.71%-461.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,098 | $7,751-60.0% | $7,353-57.9% | $6,342-51.2% |
| Admin fee / account holder | $6,042 | $12,556-51.9% | $10,800-44.1% | $12,312-50.9% |