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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 | $49,607 | $96,691-48.7% | $86,656-42.8% | $139,487-64.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 33.70% | 106.87%-73.2pp | 593.09%-559.4pp | 373.84%-340.1pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,250 | $4,838+132.5% | $4,439+153.4% | $6,713+67.6% |
| Admin fee / account holder | $434 | $6,414-93.2% | $5,619-92.3% | $11,407-96.2% |