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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 | $124,519 | $176,120-29.3% | $159,487-21.9% | $167,553-25.7% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 23.86% | 331.95%-308.1pp | 263.71%-239.8pp | 478.89%-455.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,900 | $7,752-49.7% | $7,354-47.0% | $6,343-38.5% |
| Admin fee / account holder | $1,067 | $12,561-91.5% | $10,804-90.1% | $12,316-91.3% |