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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 | $25,805 | $73,546-64.9% | $63,018-59.1% | $147,586-82.5% |
| Participation rate | 68.2% | 77.9%-9.7pp | 74.8%-6.6pp | 82.8%-14.6pp |
| Annual return | 11.64% | 175.56%-163.9pp | 87.62%-76.0pp | 578.59%-567.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,757 | $4,185-34.1% | $3,330-17.2% | $5,439-49.3% |
| Admin fee / account holder | $842 | $5,956-85.9% | $3,601-76.6% | $10,886-92.3% |