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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 | $73,273 | $84,685-13.5% | $73,836-0.8% | $125,389-41.6% |
| Participation rate | 45.5% | 76.8%-31.3pp | 73.4%-28.0pp | 83.2%-37.7pp |
| Annual return | 1.41% | 3123.80%-3122.4pp | 2268.06%-2266.6pp | 282.24%-280.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,716 | $3,993-57.0% | $3,583-52.1% | $5,352-67.9% |
| Admin fee / account holder | $7,301 | $5,694+28.2% | $4,882+49.6% | $9,541-23.5% |