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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 | $17,673 | $100,911-82.5% | $90,440-80.5% | $158,966-88.9% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 26.78% | 1726.62%-1699.8pp | 1294.38%-1267.6pp | 302.95%-276.2pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $828 | $4,348-81.0% | $3,964-79.1% | $5,983-86.2% |
| Admin fee / account holder | $1,015 | $6,507-84.4% | $5,615-81.9% | $11,250-91.0% |