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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 | $26,642 | $109,905-75.8% | $98,506-73.0% | $167,553-84.1% |
| Participation rate | 54.5% | 75.8%-21.3pp | 73.3%-18.8pp | 82.1%-27.6pp |
| Annual return | 9.61% | 1960.20%-1950.6pp | 1494.92%-1485.3pp | 478.89%-469.3pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,821 | $4,674-39.6% | $4,277-34.0% | $6,343-55.5% |
| Admin fee / account holder | $8,637 | $6,760+27.8% | $5,955+45.0% | $12,316-29.9% |