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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 | $64,861 | $97,732-33.6% | $83,831-22.6% | $135,380-52.1% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | 6.17% | 1287.56%-1281.4pp | 850.99%-844.8pp | 519.81%-513.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,426 | $4,683-69.5% | $4,082-65.1% | $5,609-74.6% |
| Admin fee / account holder | $2,280 | $6,675-65.8% | $5,479-58.4% | $10,828-78.9% |