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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 | $49,136 | $102,663-52.1% | $86,216-43.0% | $139,466-64.8% |
| Participation rate | 53.3% | 74.5%-21.2pp | 69.0%-15.6pp | 80.3%-27.0pp |
| Annual return | 18.72% | 1924.52%-1905.8pp | 1169.42%-1150.7pp | 373.66%-354.9pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,669 | $4,677+21.2% | $3,986+42.2% | $6,712-15.5% |
| Admin fee / account holder | $447 | $8,663-94.8% | $6,853-93.5% | $11,409-96.1% |