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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 | $61,836 | $96,388-35.8% | $80,627-23.3% | $139,466-55.7% |
| Participation rate | 21.7% | 73.6%-51.9pp | 67.0%-45.3pp | 80.3%-58.6pp |
| Annual return | 15.73% | 1352.08%-1336.3pp | 936.76%-921.0pp | 373.66%-357.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,615 | $5,224-69.1% | $4,443-63.6% | $6,712-75.9% |
| Admin fee / account holder | $790 | $6,603-88.0% | $5,381-85.3% | $11,409-93.1% |