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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 | $89,601 | $109,872-18.4% | $98,483-9.0% | $167,536-46.5% |
| Participation rate | 53.8% | 75.8%-22.0pp | 73.3%-19.5pp | 82.1%-28.3pp |
| Annual return | 14.08% | 1959.31%-1945.2pp | 1494.38%-1480.3pp | 478.82%-464.7pp |
| Employer contribution / active EE | $67 | $3,225-97.9% | $2,961-97.7% | $4,839-98.6% |
| Participant deferral / active EE | $2,422 | $4,673-48.2% | $4,276-43.4% | $6,342-61.8% |
| Admin fee / account holder | $700 | $6,757-89.6% | $5,953-88.2% | $12,315-94.3% |