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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 | $33,301 | $100,139-66.7% | $85,187-60.9% | $145,884-77.2% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 14.07% | 84.15%-70.1pp | 66.67%-52.6pp | 551.85%-537.8pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,556 | $5,296+4.9% | $4,525+22.8% | $6,690-16.9% |
| Admin fee / account holder | $517 | $7,262-92.9% | $6,162-91.6% | $13,392-96.1% |