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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 | $25,601 | $88,778-71.2% | $81,844-68.7% | $145,884-82.5% |
| Participation rate | 61.9% | 75.1%-13.2pp | 72.4%-10.5pp | 80.3%-18.4pp |
| Annual return | 12.75% | 1033.03%-1020.3pp | 778.87%-766.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,251 | $4,648-73.1% | $4,323-71.1% | $6,690-81.3% |
| Admin fee / account holder | $2,956 | $8,430-64.9% | $7,355-59.8% | $13,392-77.9% |