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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 | $76,368-26.1% | $67,681-16.6% | $154,746-63.5% |
| Participation rate | 42.1% | 79.0%-36.8pp | 73.7%-31.6pp | 80.7%-38.6pp |
| Annual return | 15.10% | 1066.77%-1051.7pp | 590.58%-575.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,247 | $4,824-74.2% | $3,976-68.6% | $6,730-81.5% |
| Admin fee / account holder | $876 | $8,559-89.8% | $6,100-85.6% | $14,365-93.9% |