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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 | $39,359 | $96,419-59.2% | $80,648-51.2% | $139,487-71.8% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 12.62% | 1352.86%-1340.2pp | 937.21%-924.6pp | 373.84%-361.2pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,029 | $5,225+15.4% | $4,443+35.7% | $6,713-10.2% |
| Admin fee / account holder | $1,157 | $6,605-82.5% | $5,382-78.5% | $11,407-89.9% |