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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 | $86,319 | $109,863-21.4% | $98,477-12.3% | $167,518-48.5% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 24.17% | 1958.09%-1933.9pp | 1493.59%-1469.4pp | 478.71%-454.5pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,233 | $4,673+33.4% | $4,276+45.8% | $6,342-1.7% |
| Admin fee / account holder | $324 | $6,755-95.2% | $5,951-94.6% | $12,312-97.4% |