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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 | $29,971 | $96,361-68.9% | $80,607-62.8% | $139,456-78.5% |
| Participation rate | 56.5% | 73.6%-17.1pp | 67.0%-10.5pp | 80.3%-23.8pp |
| Annual return | 21.41% | 1350.95%-1329.5pp | 936.11%-914.7pp | 373.45%-352.0pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,078 | $5,232-41.2% | $4,448-30.8% | $6,711-54.1% |
| Admin fee / account holder | $3,045 | $6,601-53.9% | $5,379-43.4% | $11,407-73.3% |