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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 | $13,006 | $103,038-87.4% | $90,324-85.6% | $152,909-91.5% |
| Participation rate | 53.3% | 75.9%-22.5pp | 73.3%-19.9pp | 82.5%-29.1pp |
| Annual return | 32.89% | 95.25%-62.4pp | 78.15%-45.3pp | 345.46%-312.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,237 | $4,282-1.0% | $3,885+9.1% | $5,851-27.6% |
| Admin fee / account holder | $893 | $6,177-85.5% | $5,356-83.3% | $11,601-92.3% |