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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 | $24,270 | $109,863-77.9% | $98,477-75.4% | $167,518-85.5% |
| Participation rate | 37.5% | 75.8%-38.3pp | 73.3%-35.8pp | 82.1%-44.6pp |
| Annual return | 9.95% | 1958.09%-1948.1pp | 1493.59%-1483.6pp | 478.71%-468.8pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,113 | $4,673-12.0% | $4,276-3.8% | $6,342-35.2% |
| Admin fee / account holder | $3,830 | $6,755-43.3% | $5,951-35.6% | $12,312-68.9% |