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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 | $32,844 | $88,754-63.0% | $81,820-59.9% | $145,877-77.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.03% | 1031.77%-1018.7pp | 777.93%-764.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,251 | $4,648-51.6% | $4,323-47.9% | $6,691-66.4% |
| Admin fee / account holder | $3,998 | $8,424-52.5% | $7,391-45.9% | $13,402-70.2% |