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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 | $55,360 | $57,305-3.4% | $86,640-36.1% | $75,173-26.4% |
| Participation rate | 25.0% | 63.2%-38.2pp | 71.7%-46.7pp | 67.2%-42.2pp |
| Annual return | 26.39% | 2674.24%-2647.9pp | 592.52%-566.1pp | 160.72%-134.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,154 | $3,320-65.2% | $4,438-74.0% | $4,126-72.0% |
| Admin fee / account holder | $675 | $4,116-83.6% | $5,616-88.0% | $5,651-88.1% |