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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 | $36,893 | $76,519-51.8% | $56,025-34.2% | $145,897-74.7% |
| Participation rate | 9.1% | 63.2%-54.1pp | 52.5%-43.4pp | 80.3%-71.2pp |
| Annual return | 9.35% | 3017.03%-3007.7pp | 1712.69%-1703.3pp | 552.29%-542.9pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $421 | $2,624-84.0% | $1,955-78.5% | $6,689-93.7% |
| Admin fee / account holder | $429 | $3,331-87.1% | $2,828-84.8% | $13,390-96.8% |