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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 | $61,950 | $88,702-30.2% | $81,780-24.2% | $145,978-57.6% |
| Participation rate | 39.1% | 75.0%-35.9pp | 72.4%-33.2pp | 80.3%-41.2pp |
| Annual return | 11.24% | 1029.12%-1017.9pp | 776.27%-765.0pp | 550.52%-539.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,605 | $4,645-43.9% | $4,321-39.7% | $6,690-61.1% |
| Admin fee / account holder | $1,085 | $8,414-87.1% | $7,384-85.3% | $13,400-91.9% |