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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 | $75,077 | $88,778-15.4% | $81,844-8.3% | $145,884-48.5% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 13.05% | 1033.03%-1020.0pp | 778.87%-765.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,400 | $4,648+123.7% | $4,323+140.5% | $6,690+55.5% |
| Admin fee / account holder | $32,373 | $8,430+284.0% | $7,355+340.1% | $13,392+141.7% |