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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 | $44,713 | $99,011-54.8% | $86,582-48.4% | $147,586-69.7% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 11.53% | 1312.75%-1301.2pp | 965.08%-953.6pp | 578.59%-567.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,481 | $3,972+88.3% | $3,609+107.3% | $5,439+37.5% |
| Admin fee / account holder | $1,649 | $5,709-71.1% | $4,904-66.4% | $10,886-84.9% |