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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 | $35,819 | $176,688-79.7% | $130,660-72.6% | $152,897-76.6% |
| Participation rate | 40.0% | 79.0%-39.0pp | 71.7%-31.7pp | 82.5%-42.5pp |
| Annual return | 19.31% | 2693.08%-2673.8pp | 1709.29%-1690.0pp | 345.43%-326.1pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,296 | $4,362-47.4% | $3,603-36.3% | $5,851-60.8% |
| Admin fee / account holder | $22,595 | $7,131+216.9% | $5,463+313.6% | $11,599+94.8% |