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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 | $71,883 | $100,938-28.8% | $90,461-20.5% | $158,982-54.8% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.7%-26.5pp | 82.0%-35.8pp |
| Annual return | 16.89% | 1727.20%-1710.3pp | 1294.76%-1277.9pp | 302.99%-286.1pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,801 | $4,350-35.6% | $3,964-29.3% | $5,983-53.2% |
| Admin fee / account holder | $1,643 | $6,510-74.8% | $5,617-70.8% | $11,252-85.4% |