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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 | $44,842 | $109,872-59.2% | $98,483-54.5% | $167,536-73.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 17.06% | 1959.31%-1942.3pp | 1494.38%-1477.3pp | 478.82%-461.8pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,150 | $4,673-11.2% | $4,276-3.0% | $6,342-34.6% |
| Admin fee / account holder | $321 | $6,757-95.3% | $5,953-94.6% | $12,315-97.4% |