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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 | $44,909 | $185,225-75.8% | $142,898-68.6% | $167,536-73.2% |
| Participation rate | 30.0% | 78.5%-48.5pp | 72.0%-42.0pp | 82.1%-52.1pp |
| Annual return | 10.03% | 8558.12%-8548.1pp | 5639.64%-5629.6pp | 478.82%-468.8pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,583 | $4,496-64.8% | $3,838-58.7% | $6,342-75.0% |
| Admin fee / account holder | $408 | $8,032-94.9% | $6,560-93.8% | $12,315-96.7% |