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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 | $30,455 | $88,778-65.7% | $81,844-62.8% | $145,884-79.1% |
| Participation rate | 21.7% | 75.1%-53.3pp | 72.4%-50.6pp | 80.3%-58.6pp |
| Annual return | 13.33% | 1033.03%-1019.7pp | 778.87%-765.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,987 | $4,648-35.7% | $4,323-30.9% | $6,690-55.3% |
| Admin fee / account holder | $685 | $8,430-91.9% | $7,355-90.7% | $13,392-94.9% |