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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 | $82,415 | $109,905-25.0% | $98,506-16.3% | $167,553-50.8% |
| Participation rate | 30.8% | 75.8%-45.1pp | 73.3%-42.6pp | 82.1%-51.3pp |
| Annual return | 10.94% | 1960.20%-1949.3pp | 1494.92%-1484.0pp | 478.89%-467.9pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,534 | $4,674-67.2% | $4,277-64.1% | $6,343-75.8% |
| Admin fee / account holder | $576 | $6,760-91.5% | $5,955-90.3% | $12,316-95.3% |