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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 | $36,030 | $100,938-64.3% | $90,461-60.2% | $158,982-77.3% |
| Participation rate | 53.3% | 75.0%-21.7pp | 72.7%-19.4pp | 82.0%-28.6pp |
| Annual return | 26.98% | 1727.20%-1700.2pp | 1294.76%-1267.8pp | 302.99%-276.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $749 | $4,350-82.8% | $3,964-81.1% | $5,983-87.5% |
| Admin fee / account holder | $1,468 | $6,510-77.5% | $5,617-73.9% | $11,252-87.0% |