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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 | $21,894 | $96,388-77.3% | $80,627-72.8% | $139,466-84.3% |
| Participation rate | 27.8% | 73.6%-45.9pp | 67.0%-39.2pp | 80.3%-52.6pp |
| Annual return | 14.60% | 1352.08%-1337.5pp | 936.76%-922.2pp | 373.66%-359.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,409 | $5,224-73.0% | $4,443-68.3% | $6,712-79.0% |
| Admin fee / account holder | $2,862 | $6,603-56.7% | $5,381-46.8% | $11,409-74.9% |