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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 | $40,633 | $109,872-63.0% | $98,483-58.7% | $167,536-75.7% |
| Participation rate | 14.3% | 75.8%-61.5pp | 73.3%-59.1pp | 82.1%-67.8pp |
| Annual return | 10.43% | 1959.31%-1948.9pp | 1494.38%-1483.9pp | 478.82%-468.4pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,564 | $4,673-23.7% | $4,276-16.7% | $6,342-43.8% |
| Admin fee / account holder | $790 | $6,757-88.3% | $5,953-86.7% | $12,315-93.6% |