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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 | $22,090 | $100,938-78.1% | $90,461-75.6% | $158,982-86.1% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 22.95% | 1727.20%-1704.3pp | 1294.76%-1271.8pp | 302.99%-280.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,098 | $4,350-5.8% | $3,964+3.4% | $5,983-31.5% |
| Admin fee / account holder | $1,215 | $6,510-81.3% | $5,617-78.4% | $11,252-89.2% |