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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 | $80,127 | $100,938-20.6% | $90,461-11.4% | $158,982-49.6% |
| Participation rate | 39.1% | 75.0%-35.9pp | 72.7%-33.6pp | 82.0%-42.8pp |
| Annual return | 16.30% | 1727.20%-1710.9pp | 1294.76%-1278.5pp | 302.99%-286.7pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,592 | $4,350-63.4% | $3,964-59.8% | $5,983-73.4% |
| Admin fee / account holder | $5,323 | $6,510-18.2% | $5,617-5.2% | $11,252-52.7% |