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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 | $73,421-23.1% | $66,439-15.0% | $155,188-63.6% |
| Participation rate | 42.1% | 79.7%-37.6pp | 74.5%-32.4pp | 80.8%-38.7pp |
| Annual return | 15.10% | 1382.37%-1367.3pp | 757.66%-742.6pp | 148.84%-133.7pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,247 | $4,680-73.4% | $3,876-67.8% | $6,531-80.9% |
| Admin fee / account holder | $876 | $8,856-90.1% | $6,173-85.8% | $14,480-94.0% |