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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 | $90,033 | $109,872-18.1% | $98,483-8.6% | $167,536-46.3% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 14.40% | 1959.31%-1944.9pp | 1494.38%-1480.0pp | 478.82%-464.4pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,866 | $4,673-17.3% | $4,276-9.6% | $6,342-39.0% |
| Admin fee / account holder | $64,629 | $6,757+856.4% | $5,953+985.7% | $12,315+424.8% |