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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 | $56,341 | $102,663-45.1% | $86,216-34.7% | $139,466-59.6% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 9.80% | 1924.52%-1914.7pp | 1169.42%-1159.6pp | 373.66%-363.9pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,305 | $4,677-8.0% | $3,986+8.0% | $6,712-35.9% |
| Admin fee / account holder | $2,156 | $8,663-75.1% | $6,853-68.5% | $11,409-81.1% |