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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 | $40,057 | $96,678-58.6% | $86,640-53.8% | $139,466-71.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 19.18% | 106.69%-87.5pp | 592.52%-573.3pp | 373.66%-354.5pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,000 | $4,837-38.0% | $4,438-32.4% | $6,712-55.3% |
| Admin fee / account holder | $384 | $6,410-94.0% | $5,616-93.2% | $11,409-96.6% |