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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 | $25,111 | $109,872-77.1% | $98,483-74.5% | $167,536-85.0% |
| Participation rate | 53.8% | 75.8%-22.0pp | 73.3%-19.5pp | 82.1%-28.3pp |
| Annual return | 19.54% | 1959.31%-1939.8pp | 1494.38%-1474.8pp | 478.82%-459.3pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,306 | $4,673-29.3% | $4,276-22.7% | $6,342-47.9% |
| Admin fee / account holder | $609 | $6,757-91.0% | $5,953-89.8% | $12,315-95.1% |