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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 | $50,112 | $99,031-49.4% | $86,597-42.1% | $147,585-66.0% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 28.28% | 1312.56%-1284.3pp | 964.96%-936.7pp | 578.57%-550.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,232 | $3,972+132.4% | $3,609+155.8% | $5,439+69.7% |
| Admin fee / account holder | $836 | $5,711-85.4% | $4,906-83.0% | $10,885-92.3% |