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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 | $57,250 | $96,123-40.4% | $77,361-26.0% | $198,609-71.2% |
| Participation rate | 25.0% | 81.1%-56.1pp | 75.0%-50.0pp | 82.4%-57.4pp |
| Annual return | 16.25% | 2054.81%-2038.6pp | 1011.54%-995.3pp | 202.70%-186.5pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,875 | $4,975-42.2% | $3,911-26.5% | $6,977-58.8% |
| Admin fee / account holder | $3,889 | $9,471-58.9% | $5,894-34.0% | $19,030-79.6% |