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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 | $30,096 | $99,031-69.6% | $86,597-65.2% | $147,585-79.6% |
| Participation rate | 41.2% | 76.3%-35.2pp | 73.5%-32.4pp | 82.8%-41.7pp |
| Annual return | 19.24% | 1312.56%-1293.3pp | 964.96%-945.7pp | 578.57%-559.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,753 | $3,972+19.6% | $3,609+31.7% | $5,439-12.6% |
| Admin fee / account holder | $5,042 | $5,711-11.7% | $4,906+2.8% | $10,885-53.7% |