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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 | $39,762 | $88,815-55.2% | $81,882-51.4% | $145,897-72.7% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 10.91% | 1033.75%-1022.8pp | 779.47%-768.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,911 | $4,647-37.4% | $4,323-32.7% | $6,689-56.5% |
| Admin fee / account holder | $705 | $8,434-91.6% | $7,360-90.4% | $13,390-94.7% |