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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 | $63,099 | $96,678-34.7% | $86,640-27.2% | $139,466-54.8% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 17.47% | 106.69%-89.2pp | 592.52%-575.1pp | 373.66%-356.2pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,167 | $4,837+130.9% | $4,438+151.6% | $6,712+66.4% |
| Admin fee / account holder | $750 | $6,410-88.3% | $5,616-86.6% | $11,409-93.4% |