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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 | $56,466 | $68,097-17.1% | $62,929-10.3% | $137,256-58.9% |
| Participation rate | 42.1% | 77.4%-35.3pp | 73.1%-31.0pp | 80.0%-37.9pp |
| Annual return | 15.10% | 1859.11%-1844.0pp | 1063.93%-1048.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,247 | $4,553-72.6% | $3,888-67.9% | $6,407-80.5% |
| Admin fee / account holder | $876 | $6,521-86.6% | $5,065-82.7% | $12,270-92.9% |