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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 | $138,114-81.5% | $125,391-79.6% | $134,545-81.0% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | 0.10% | 750.88%-750.8pp | 572.41%-572.3pp | 418.37%-418.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $14,400 | $7,801+84.6% | $7,448+93.3% | $6,401+125.0% |
| Admin fee / account holder | $34,000 | $11,570+193.9% | $10,009+239.7% | $11,431+197.4% |