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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 | $72,078 | $234,190-69.2% | $180,320-60.0% | $198,609-63.7% |
| Participation rate | 8.3% | 77.1%-68.8pp | 71.5%-63.2pp | 82.4%-74.0pp |
| Annual return | 13.55% | 1057.44%-1043.9pp | 778.54%-765.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,508 | $4,988-69.8% | $4,304-65.0% | $6,977-78.4% |
| Admin fee / account holder | $4,286 | $12,558-65.9% | $10,000-57.1% | $19,030-77.5% |