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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 | $22,605 | $88,815-74.5% | $81,882-72.4% | $145,897-84.5% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 10.03% | 1033.75%-1023.7pp | 779.47%-769.4pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $927 | $4,647-80.1% | $4,323-78.6% | $6,689-86.1% |
| Admin fee / account holder | $1,022 | $8,434-87.9% | $7,360-86.1% | $13,390-92.4% |