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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 | $28,447 | $88,815-68.0% | $81,882-65.3% | $145,897-80.5% |
| Participation rate | 31.8% | 75.1%-43.3pp | 72.4%-40.6pp | 80.3%-48.5pp |
| Annual return | 16.71% | 1033.75%-1017.0pp | 779.47%-762.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $903 | $4,647-80.6% | $4,323-79.1% | $6,689-86.5% |
| Admin fee / account holder | $2,512 | $8,434-70.2% | $7,360-65.9% | $13,390-81.2% |