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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 | $48,159 | $109,905-56.2% | $98,506-51.1% | $167,553-71.3% |
| Participation rate | 47.8% | 75.8%-28.0pp | 73.3%-25.5pp | 82.1%-34.3pp |
| Annual return | 12.83% | 1960.20%-1947.4pp | 1494.92%-1482.1pp | 478.89%-466.1pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,288 | $4,674-51.0% | $4,277-46.5% | $6,343-63.9% |
| Admin fee / account holder | $24,093 | $6,760+256.4% | $5,955+304.6% | $12,316+95.6% |