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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 | $28,617 | $88,778-67.8% | $81,844-65.0% | $145,884-80.4% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 13.81% | 1033.03%-1019.2pp | 778.87%-765.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,196 | $4,648-74.3% | $4,323-72.3% | $6,690-82.1% |
| Admin fee / account holder | $759 | $8,430-91.0% | $7,355-89.7% | $13,392-94.3% |