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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 | $53,711 | $99,011-45.8% | $86,582-38.0% | $147,586-63.6% |
| Participation rate | 45.8% | 76.3%-30.5pp | 73.5%-27.7pp | 82.8%-37.0pp |
| Annual return | 18.20% | 1312.75%-1294.6pp | 965.08%-946.9pp | 578.59%-560.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,300 | $3,972-67.3% | $3,609-64.0% | $5,439-76.1% |
| Admin fee / account holder | $12,350 | $5,709+116.3% | $4,904+151.8% | $10,886+13.5% |