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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 | $54,410 | $99,009-45.0% | $86,581-37.2% | $147,585-63.1% |
| Participation rate | 58.3% | 76.3%-18.0pp | 73.5%-15.2pp | 82.8%-24.5pp |
| Annual return | 18.26% | 1312.70%-1294.4pp | 965.06%-946.8pp | 578.58%-560.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,300 | $3,972-16.9% | $3,609-8.6% | $5,439-39.3% |
| Admin fee / account holder | $9,324 | $5,709+63.3% | $4,904+90.1% | $10,886-14.3% |