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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 | $48,166 | $88,754-45.7% | $81,820-41.1% | $145,877-67.0% |
| Participation rate | 59.1% | 75.1%-16.0pp | 72.4%-13.3pp | 80.3%-21.2pp |
| Annual return | 12.70% | 1031.77%-1019.1pp | 777.93%-765.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,280 | $4,648-72.5% | $4,323-70.4% | $6,691-80.9% |
| Admin fee / account holder | $454 | $8,424-94.6% | $7,391-93.9% | $13,402-96.6% |