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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 | $30,012 | $103,008-70.9% | $90,304-66.8% | $152,897-80.4% |
| Participation rate | 13.6% | 75.9%-62.2pp | 73.3%-59.6pp | 82.5%-68.8pp |
| Annual return | 1446.92% | 95.22%+1351.7pp | 78.13%+1368.8pp | 345.43%+1101.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,975 | $4,281-53.9% | $3,885-49.2% | $5,851-66.2% |
| Admin fee / account holder | $1,978 | $6,175-68.0% | $5,354-63.1% | $11,599-82.9% |