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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 | $68,097-15.9% | $62,929-9.0% | $137,256-58.3% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.0%-55.0pp |
| Annual return | 16.25% | 1859.11%-1842.9pp | 1063.93%-1047.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,875 | $4,553-36.8% | $3,888-26.1% | $6,407-55.1% |
| Admin fee / account holder | $3,889 | $6,521-40.4% | $5,065-23.2% | $12,270-68.3% |