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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 | $27,187 | $88,702-69.3% | $81,780-66.8% | $145,978-81.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 18.75% | 1029.12%-1010.4pp | 776.27%-757.5pp | 550.52%-531.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,199 | $4,645-31.1% | $4,321-26.0% | $6,690-52.2% |
| Admin fee / account holder | $3,577 | $8,414-57.5% | $7,384-51.6% | $13,400-73.3% |