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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 | $23,155 | $88,815-73.9% | $81,882-71.7% | $145,897-84.1% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 10.34% | 1033.75%-1023.4pp | 779.47%-769.1pp | 552.29%-542.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,342 | $4,647-71.1% | $4,323-68.9% | $6,689-79.9% |
| Admin fee / account holder | $341 | $8,434-96.0% | $7,360-95.4% | $13,390-97.5% |