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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 | $20,563 | $88,815-76.8% | $81,882-74.9% | $145,897-85.9% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 11.99% | 1033.75%-1021.8pp | 779.47%-767.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,833 | $4,647-60.6% | $4,323-57.6% | $6,689-72.6% |
| Admin fee / account holder | $317 | $8,434-96.2% | $7,360-95.7% | $13,390-97.6% |