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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 | $30,273 | $88,778-65.9% | $81,844-63.0% | $145,884-79.2% |
| Participation rate | 23.1% | 75.1%-52.0pp | 72.4%-49.3pp | 80.3%-57.2pp |
| Annual return | 12.32% | 1033.03%-1020.7pp | 778.87%-766.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,129 | $4,648-75.7% | $4,323-73.9% | $6,690-83.1% |
| Admin fee / account holder | $394 | $8,430-95.3% | $7,355-94.6% | $13,392-97.1% |