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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 | $56,939 | $101,653-44.0% | $147,080-61.3% | $74,459-23.5% |
| Participation rate | 38.5% | 75.6%-37.1pp | 82.2%-43.7pp | 67.2%-28.8pp |
| Annual return | 23.41% | 8754.98%-8731.6pp | 420.17%-396.8pp | 1369.70%-1346.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,163 | $7,304-15.6% | $8,066-23.6% | $4,350+41.7% |
| Admin fee / account holder | $2,260 | $1,752+29.0% | $12,989-82.6% | $1,945+16.2% |