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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 | $20,593 | $176,688-88.3% | $130,660-84.2% | $152,909-86.5% |
| Participation rate | 52.4% | 79.0%-26.6pp | 71.7%-19.4pp | 82.5%-30.1pp |
| Annual return | 23.74% | 2693.08%-2669.3pp | 1709.29%-1685.6pp | 345.46%-321.7pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,769 | $4,362-59.4% | $3,603-50.9% | $5,851-69.8% |
| Admin fee / account holder | $341 | $7,131-95.2% | $5,463-93.8% | $11,601-97.1% |