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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 | $61,357 | $144,124-57.4% | $117,857-47.9% | $147,585-58.4% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 25.64% | 531.17%-505.5pp | 335.09%-309.5pp | 578.57%-552.9pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,197 | $5,316-58.7% | $4,482-51.0% | $5,439-59.6% |
| Admin fee / account holder | $3,425 | $10,886-68.5% | $8,020-57.3% | $10,885-68.5% |