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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 | $66,995 | $102,595-34.7% | $94,057-28.8% | $154,746-56.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 25.42% | 583.42%-558.0pp | 480.62%-455.2pp | 172.34%-146.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,604 | $5,118+126.7% | $4,709+146.4% | $6,730+72.4% |
| Admin fee / account holder | $350 | $7,736-95.5% | $7,244-95.2% | $14,365-97.6% |