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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 | $29,782 | $102,595-71.0% | $94,057-68.3% | $154,746-80.8% |
| Participation rate | 30.8% | 76.0%-45.2pp | 73.3%-42.6pp | 80.7%-49.9pp |
| Annual return | 30.45% | 583.42%-553.0pp | 480.62%-450.2pp | 172.34%-141.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,925 | $5,118-42.8% | $4,709-37.9% | $6,730-56.5% |
| Admin fee / account holder | $309 | $7,736-96.0% | $7,244-95.7% | $14,365-97.8% |