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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 | $35,125 | $114,093-69.2% | $96,171-63.5% | $167,536-79.0% |
| Participation rate | 53.3% | 75.1%-21.7pp | 68.4%-15.1pp | 82.1%-28.8pp |
| Annual return | 22.69% | 190.00%-167.3pp | 192.04%-169.4pp | 478.82%-456.1pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,056 | $5,197+35.8% | $4,350+62.2% | $6,342+11.3% |
| Admin fee / account holder | $8,690 | $6,899+26.0% | $5,538+56.9% | $12,315-29.4% |