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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 | $78,214 | $102,595-23.8% | $94,057-16.8% | $154,746-49.5% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 25.35% | 583.42%-558.1pp | 480.62%-455.3pp | 172.34%-147.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,833 | $5,118+53.0% | $4,709+66.3% | $6,730+16.4% |
| Admin fee / account holder | $535 | $7,736-93.1% | $7,244-92.6% | $14,365-96.3% |