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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 | $46,536 | $97,761-52.4% | $83,850-44.5% | $135,382-65.6% |
| Participation rate | 45.8% | 80.0%-34.1pp | 76.1%-30.3pp | 82.6%-36.8pp |
| Annual return | 10.72% | 1287.44%-1276.7pp | 850.92%-840.2pp | 519.77%-509.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,124 | $4,682-54.6% | $4,082-48.0% | $5,609-62.1% |
| Admin fee / account holder | $53,194 | $6,674+697.0% | $5,478+871.0% | $10,829+391.2% |