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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 | $25,532 | $138,068-81.5% | $125,358-79.6% | $134,493-81.0% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | 0.10% | 750.30%-750.2pp | 572.03%-571.9pp | 418.01%-417.9pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $14,400 | $7,799+84.6% | $7,447+93.4% | $6,400+125.0% |
| Admin fee / account holder | $34,000 | $11,568+193.9% | $10,007+239.8% | $11,425+197.6% |