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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 | $22,841 | $102,595-77.7% | $94,057-75.7% | $154,746-85.2% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 80.7%-58.5pp |
| Annual return | 14.49% | 583.42%-568.9pp | 480.62%-466.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,942 | $5,118-62.1% | $4,709-58.8% | $6,730-71.1% |
| Admin fee / account holder | $7,259 | $7,736-6.2% | $7,244+0.2% | $14,365-49.5% |