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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 | $62,282 | $176,688-64.8% | $130,660-52.3% | $152,909-59.3% |
| Participation rate | 54.5% | 79.0%-24.4pp | 71.7%-17.2pp | 82.5%-27.9pp |
| Annual return | 17.09% | 2693.08%-2676.0pp | 1709.29%-1692.2pp | 345.46%-328.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,269 | $4,362-25.0% | $3,603-9.3% | $5,851-44.1% |
| Admin fee / account holder | $3,446 | $7,131-51.7% | $5,463-36.9% | $11,601-70.3% |