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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 | $41,639 | $102,696-59.5% | $86,235-51.7% | $139,487-70.1% |
| Participation rate | 42.1% | 74.5%-32.4pp | 69.0%-26.9pp | 80.3%-38.2pp |
| Annual return | 15.60% | 1925.91%-1910.3pp | 1170.03%-1154.4pp | 373.84%-358.2pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,404 | $4,679-70.0% | $3,987-64.8% | $6,713-79.1% |
| Admin fee / account holder | $1,238 | $8,667-85.7% | $6,856-81.9% | $11,407-89.2% |