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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 | $33,967 | $124,175-72.6% | $108,405-68.7% | $167,553-79.7% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 18.05% | 1380.13%-1362.1pp | 905.55%-887.5pp | 478.89%-460.8pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,515 | $6,908-20.2% | $6,563-16.0% | $6,343-13.1% |
| Admin fee / account holder | $3,512 | $9,457-62.9% | $7,297-51.9% | $12,316-71.5% |