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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 | $26,300 | $102,595-74.4% | $94,057-72.0% | $154,746-83.0% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 24.98% | 583.42%-558.4pp | 480.62%-455.6pp | 172.34%-147.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,268 | $5,118+81.1% | $4,709+96.8% | $6,730+37.7% |
| Admin fee / account holder | $40,134 | $7,736+418.8% | $7,244+454.0% | $14,365+179.4% |