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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 | $53,695 | $234,190-77.1% | $180,320-70.2% | $198,609-73.0% |
| Participation rate | 46.7% | 77.1%-30.4pp | 71.5%-24.9pp | 82.4%-35.7pp |
| Annual return | 19.86% | 1057.44%-1037.6pp | 778.54%-758.7pp | 202.70%-182.8pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,525 | $4,988+10.8% | $4,304+28.4% | $6,977-20.8% |
| Admin fee / account holder | $779 | $12,558-93.8% | $10,000-92.2% | $19,030-95.9% |