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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 | $32,085 | $185,225-82.7% | $142,898-77.5% | $167,553-80.9% |
| Participation rate | 58.3% | 78.5%-20.1pp | 72.0%-13.6pp | 82.1%-23.8pp |
| Annual return | 17.32% | 8558.12%-8540.8pp | 5639.64%-5622.3pp | 478.89%-461.6pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,223 | $4,496-28.3% | $3,838-16.0% | $6,343-49.2% |
| Admin fee / account holder | $496 | $8,032-93.8% | $6,560-92.4% | $12,316-96.0% |