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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 | $49,278 | $70,587-30.2% | $124,693-60.5% | $85,847-42.6% |
| Participation rate | 64.0% | 64.4%-0.4pp | 74.6%-10.6pp | 69.3%-5.3pp |
| Annual return | 16.53% | 20688.83%-20672.3pp | 5144.19%-5127.7pp | 318.61%-302.1pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,807 | $2,969+28.2% | $4,615-17.5% | $3,952-3.7% |
| Admin fee / account holder | $943 | $5,282-82.1% | $7,494-87.4% | $6,261-84.9% |