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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 | $40,765 | $45,152-9.7% | $73,836-44.8% | $59,633-31.6% |
| Participation rate | 53.3% | 64.0%-10.7pp | 73.4%-20.1pp | 68.7%-15.3pp |
| Annual return | 11.09% | 27.40%-16.3pp | 2268.06%-2257.0pp | 2041.45%-2030.4pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,942 | $2,573-24.5% | $3,583-45.8% | $3,192-39.2% |
| Admin fee / account holder | $449 | $3,515-87.2% | $4,882-90.8% | $4,297-89.5% |