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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 | $23,702 | $100,938-76.5% | $90,461-73.8% | $158,982-85.1% |
| Participation rate | 47.6% | 75.0%-27.4pp | 72.7%-25.1pp | 82.0%-34.3pp |
| Annual return | 25.09% | 1727.20%-1702.1pp | 1294.76%-1269.7pp | 302.99%-277.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,315 | $4,350+45.2% | $3,964+59.3% | $5,983+5.5% |
| Admin fee / account holder | $1,155 | $6,510-82.3% | $5,617-79.4% | $11,252-89.7% |