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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 | $55,774 | $104,544-46.7% | $76,657-27.2% | $152,897-63.5% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.5%-32.5pp |
| Annual return | 20.25% | 1014.36%-994.1pp | 1166.74%-1146.5pp | 345.43%-325.2pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,919 | $4,236-54.7% | $3,335-42.5% | $5,851-67.2% |
| Admin fee / account holder | $38,868 | $12,286+216.4% | $6,423+505.2% | $11,599+235.1% |