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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 | $32,511 | $88,754-63.4% | $81,820-60.3% | $145,877-77.7% |
| Participation rate | 53.3% | 75.1%-21.7pp | 72.4%-19.1pp | 80.3%-27.0pp |
| Annual return | 11.82% | 1031.77%-1019.9pp | 777.93%-766.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,275 | $4,648-51.0% | $4,323-47.4% | $6,691-66.0% |
| Admin fee / account holder | $5,380 | $8,424-36.1% | $7,391-27.2% | $13,402-59.9% |