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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 | $37,235 | $88,702-58.0% | $81,780-54.5% | $145,978-74.5% |
| Participation rate | 18.2% | 75.0%-56.9pp | 72.4%-54.2pp | 80.3%-62.1pp |
| Annual return | 13.36% | 1029.12%-1015.8pp | 776.27%-762.9pp | 550.52%-537.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,548 | $4,645-45.1% | $4,321-41.0% | $6,690-61.9% |
| Admin fee / account holder | $955 | $8,414-88.7% | $7,384-87.1% | $13,400-92.9% |