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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 | $29,636 | $100,938-70.6% | $90,461-67.2% | $158,982-81.4% |
| Participation rate | 54.2% | 75.0%-20.9pp | 72.7%-18.5pp | 82.0%-27.8pp |
| Annual return | 15.07% | 1727.20%-1712.1pp | 1294.76%-1279.7pp | 302.99%-287.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,499 | $4,350-65.5% | $3,964-62.2% | $5,983-74.9% |
| Admin fee / account holder | $1,658 | $6,510-74.5% | $5,617-70.5% | $11,252-85.3% |