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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 | $36,571 | $99,011-63.1% | $86,582-57.8% | $147,586-75.2% |
| Participation rate | 41.7% | 76.3%-34.7pp | 73.5%-31.9pp | 82.8%-41.2pp |
| Annual return | 14.79% | 1312.75%-1298.0pp | 965.08%-950.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,812 | $3,972-54.4% | $3,609-49.8% | $5,439-66.7% |
| Admin fee / account holder | $1,560 | $5,709-72.7% | $4,904-68.2% | $10,886-85.7% |