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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 | $71,717 | $100,938-28.9% | $90,461-20.7% | $158,982-54.9% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 19.67% | 1727.20%-1707.5pp | 1294.76%-1275.1pp | 302.99%-283.3pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,337 | $4,350-69.3% | $3,964-66.3% | $5,983-77.7% |
| Admin fee / account holder | $362 | $6,510-94.4% | $5,617-93.5% | $11,252-96.8% |