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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 | $19,015 | $104,106-81.7% | $71,086-73.3% | $135,382-86.0% |
| Participation rate | 45.5% | 65.7%-20.2pp | 54.7%-9.2pp | 82.6%-37.2pp |
| Annual return | 39.76% | 1256.30%-1216.5pp | 650.59%-610.8pp | 519.77%-480.0pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $312 | $2,527-87.7% | $1,874-83.4% | $5,609-94.4% |
| Admin fee / account holder | $556 | $4,142-86.6% | $3,082-82.0% | $10,829-94.9% |