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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 | $23,998 | $104,953-77.1% | $84,637-71.6% | $152,909-84.3% |
| Participation rate | 46.7% | 74.8%-28.2pp | 68.2%-21.6pp | 82.5%-35.8pp |
| Annual return | 527.41% | 373.94%+153.5pp | 258.82%+268.6pp | 345.46%+181.9pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,201 | $4,691-10.4% | $3,900+7.7% | $5,851-28.2% |
| Admin fee / account holder | $338 | $6,244-94.6% | $4,914-93.1% | $11,601-97.1% |