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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 | $29,798 | $121,677-75.5% | $104,625-71.5% | $158,966-81.3% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | 55.82% | 465.58%-409.8pp | 340.60%-284.8pp | 302.95%-247.1pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,500 | $4,175+55.7% | $3,738+73.9% | $5,983+8.6% |
| Admin fee / account holder | $658 | $7,777-91.5% | $6,465-89.8% | $11,250-94.2% |