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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 | $75,243 | $88,778-15.2% | $81,844-8.1% | $145,884-48.4% |
| Participation rate | 7.1% | 75.1%-67.9pp | 72.4%-65.2pp | 80.3%-73.2pp |
| Annual return | 11.35% | 1033.03%-1021.7pp | 778.87%-767.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,643 | $4,648-64.7% | $4,323-62.0% | $6,690-75.4% |
| Admin fee / account holder | $1,351 | $8,430-84.0% | $7,355-81.6% | $13,392-89.9% |