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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 | $88,778-45.7% | $81,844-41.1% | $145,884-67.0% |
| Participation rate | 59.1% | 75.1%-16.0pp | 72.4%-13.3pp | 80.3%-21.2pp |
| Annual return | 12.70% | 1033.03%-1020.3pp | 778.87%-766.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,280 | $4,648-72.5% | $4,323-70.4% | $6,690-80.9% |
| Admin fee / account holder | $454 | $8,430-94.6% | $7,355-93.8% | $13,392-96.6% |