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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 | $46,966 | $88,710-47.1% | $81,783-42.6% | $145,959-67.8% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 9.96% | 1027.26%-1017.3pp | 775.05%-765.1pp | 561.95%-552.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $735 | $4,645-84.2% | $4,320-83.0% | $6,689-89.0% |
| Admin fee / account holder | $5,086 | $8,407-39.5% | $7,380-31.1% | $13,398-62.0% |