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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 | $37,432 | $100,895-62.9% | $90,430-58.6% | $158,950-76.5% |
| Participation rate | 38.9% | 75.0%-36.1pp | 72.7%-33.8pp | 82.0%-43.1pp |
| Annual return | 22.14% | 1725.54%-1703.4pp | 1293.73%-1271.6pp | 302.91%-280.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,111 | $4,347-74.4% | $3,963-72.0% | $5,983-81.4% |
| Admin fee / account holder | $1,889 | $6,505-71.0% | $5,613-66.4% | $11,248-83.2% |