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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 | $36,363 | $102,595-64.6% | $94,057-61.3% | $154,746-76.5% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 80.7%-40.7pp |
| Annual return | 12.41% | 583.42%-571.0pp | 480.62%-468.2pp | 172.34%-159.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,996 | $5,118-41.5% | $4,709-36.4% | $6,730-55.5% |
| Admin fee / account holder | $961 | $7,736-87.6% | $7,244-86.7% | $14,365-93.3% |