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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 | $61,813 | $106,008-41.7% | $92,240-33.0% | $147,586-58.1% |
| Participation rate | 46.7% | 80.4%-33.7pp | 76.5%-29.8pp | 82.8%-36.2pp |
| Annual return | 14.18% | 50.05%-35.9pp | 176.29%-162.1pp | 578.59%-564.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,270 | $4,478-49.3% | $3,897-41.8% | $5,439-58.3% |
| Admin fee / account holder | $6,720 | $6,333+6.1% | $5,194+29.4% | $10,886-38.3% |