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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 | $58,198 | $99,031-41.2% | $86,597-32.8% | $147,585-60.6% |
| Participation rate | 41.7% | 76.3%-34.7pp | 73.5%-31.9pp | 82.8%-41.2pp |
| Annual return | 15.35% | 1312.56%-1297.2pp | 964.96%-949.6pp | 578.57%-563.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,224 | $3,972-44.0% | $3,609-38.4% | $5,439-59.1% |
| Admin fee / account holder | $6,396 | $5,711+12.0% | $4,906+30.4% | $10,885-41.2% |