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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 | $38,413 | $109,872-65.0% | $98,483-61.0% | $167,536-77.1% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 13.57% | 1959.31%-1945.7pp | 1494.38%-1480.8pp | 478.82%-465.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,998 | $4,673-57.3% | $4,276-53.3% | $6,342-68.5% |
| Admin fee / account holder | $539 | $6,757-92.0% | $5,953-91.0% | $12,315-95.6% |