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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 | $82,976 | $102,635-19.2% | $86,209-3.8% | $139,456-40.5% |
| Participation rate | 40.9% | 74.5%-33.6pp | 69.0%-28.1pp | 80.3%-39.4pp |
| Annual return | 21.86% | 1923.53%-1901.7pp | 1169.05%-1147.2pp | 373.45%-351.6pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,589 | $4,677-44.7% | $3,986-35.1% | $6,711-61.4% |
| Admin fee / account holder | $1,009 | $8,661-88.3% | $6,853-85.3% | $11,407-91.2% |