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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 | $27,663 | $88,702-68.8% | $81,780-66.2% | $145,978-81.1% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 15.60% | 1029.12%-1013.5pp | 776.27%-760.7pp | 550.52%-534.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,014 | $4,645-78.2% | $4,321-76.5% | $6,690-84.8% |
| Admin fee / account holder | $5,501 | $8,414-34.6% | $7,384-25.5% | $13,400-58.9% |