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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 | $21,856 | $88,778-75.4% | $81,844-73.3% | $145,884-85.0% |
| Participation rate | 52.4% | 75.1%-22.7pp | 72.4%-20.0pp | 80.3%-27.9pp |
| Annual return | 14.04% | 1033.03%-1019.0pp | 778.87%-764.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,368 | $4,648-70.6% | $4,323-68.4% | $6,690-79.6% |
| Admin fee / account holder | $1,724 | $8,430-79.5% | $7,355-76.6% | $13,392-87.1% |