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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 | $64,683 | $84,697-23.6% | $73,845-12.4% | $125,393-48.4% |
| Participation rate | 41.7% | 76.8%-35.1pp | 73.4%-31.8pp | 83.2%-41.5pp |
| Annual return | 1.35% | 3123.66%-3122.3pp | 2267.91%-2266.6pp | 282.23%-280.9pp |
| Employer contribution / active EE | $36 | $3,123-98.9% | $2,788-98.7% | $4,866-99.3% |
| Participant deferral / active EE | $2,334 | $3,993-41.5% | $3,583-34.9% | $5,351-56.4% |
| Admin fee / account holder | $4,173 | $5,692-26.7% | $4,881-14.5% | $9,541-56.3% |