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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 | $55,136 | $88,815-37.9% | $81,882-32.7% | $145,897-62.2% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 23.35% | 1033.75%-1010.4pp | 779.47%-756.1pp | 552.29%-528.9pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,081 | $4,647-55.2% | $4,323-51.9% | $6,689-68.9% |
| Admin fee / account holder | $454 | $8,434-94.6% | $7,360-93.8% | $13,390-96.6% |