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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 | $48,767 | $109,872-55.6% | $98,483-50.5% | $167,536-70.9% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 17.60% | 1959.31%-1941.7pp | 1494.38%-1476.8pp | 478.82%-461.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,656 | $4,673-64.6% | $4,276-61.3% | $6,342-73.9% |
| Admin fee / account holder | $14,850 | $6,757+119.8% | $5,953+149.5% | $12,315+20.6% |