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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 | $109,863-55.6% | $98,477-50.5% | $167,518-70.9% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 17.60% | 1958.09%-1940.5pp | 1493.59%-1476.0pp | 478.71%-461.1pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,656 | $4,673-64.6% | $4,276-61.3% | $6,342-73.9% |
| Admin fee / account holder | $14,850 | $6,755+119.8% | $5,951+149.5% | $12,312+20.6% |