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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 | $47,376 | $100,938-53.1% | $90,461-47.6% | $158,982-70.2% |
| Participation rate | 47.4% | 75.0%-27.7pp | 72.7%-25.3pp | 82.0%-34.6pp |
| Annual return | 10.03% | 1727.20%-1717.2pp | 1294.76%-1284.7pp | 302.99%-293.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,113 | $4,350-51.4% | $3,964-46.7% | $5,983-64.7% |
| Admin fee / account holder | $650 | $6,510-90.0% | $5,617-88.4% | $11,252-94.2% |