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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 | $43,356 | $109,905-60.6% | $98,506-56.0% | $167,553-74.1% |
| Participation rate | 58.3% | 75.8%-17.5pp | 73.3%-15.0pp | 82.1%-23.8pp |
| Annual return | 16.31% | 1960.20%-1943.9pp | 1494.92%-1478.6pp | 478.89%-462.6pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,343 | $4,674-49.9% | $4,277-45.2% | $6,343-63.1% |
| Admin fee / account holder | $1,839 | $6,760-72.8% | $5,955-69.1% | $12,316-85.1% |