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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 | $37,949 | $99,011-61.7% | $86,582-56.2% | $147,586-74.3% |
| Participation rate | 52.2% | 76.3%-24.2pp | 73.5%-21.4pp | 82.8%-30.7pp |
| Annual return | 11.59% | 1312.75%-1301.2pp | 965.08%-953.5pp | 578.59%-567.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $959 | $3,972-75.9% | $3,609-73.4% | $5,439-82.4% |
| Admin fee / account holder | $1,324 | $5,709-76.8% | $4,904-73.0% | $10,886-87.8% |