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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 | $54,969 | $97,732-43.8% | $83,831-34.4% | $135,380-59.4% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | 11.72% | 1287.56%-1275.8pp | 850.99%-839.3pp | 519.81%-508.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,217 | $4,683-52.7% | $4,082-45.7% | $5,609-60.5% |
| Admin fee / account holder | $5,626 | $6,675-15.7% | $5,479+2.7% | $10,828-48.0% |