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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 | $27,509 | $99,031-72.2% | $86,597-68.2% | $147,585-81.4% |
| Participation rate | 52.2% | 76.3%-24.2pp | 73.5%-21.4pp | 82.8%-30.7pp |
| Annual return | 23.72% | 1312.56%-1288.8pp | 964.96%-941.2pp | 578.57%-554.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,722 | $3,972-31.5% | $3,609-24.6% | $5,439-50.0% |
| Admin fee / account holder | $3,203 | $5,711-43.9% | $4,906-34.7% | $10,885-70.6% |