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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 | $67,708 | $99,017-31.6% | $86,587-21.8% | $147,585-54.1% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 18.03% | 1312.37%-1294.3pp | 964.86%-946.8pp | 578.56%-560.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,975 | $3,972+0.1% | $3,609+10.2% | $5,439-26.9% |
| Admin fee / account holder | $26,767 | $5,710+368.7% | $4,906+445.6% | $10,885+145.9% |