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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 | $46,029 | $68,097-32.4% | $62,929-26.9% | $137,256-66.5% |
| Participation rate | 61.5% | 77.4%-15.9pp | 73.1%-11.6pp | 80.0%-18.4pp |
| Annual return | 16.27% | 1859.11%-1842.8pp | 1063.93%-1047.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,016 | $4,553-33.7% | $3,888-22.4% | $6,407-52.9% |
| Admin fee / account holder | $5,775 | $6,521-11.4% | $5,065+14.0% | $12,270-52.9% |