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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 | $84,449 | $100,938-16.3% | $90,461-6.6% | $158,982-46.9% |
| Participation rate | 58.8% | 75.0%-16.2pp | 72.7%-13.9pp | 82.0%-23.1pp |
| Annual return | 10.69% | 1727.20%-1716.5pp | 1294.76%-1284.1pp | 302.99%-292.3pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,169 | $4,350-50.1% | $3,964-45.3% | $5,983-63.7% |
| Admin fee / account holder | $43,723 | $6,510+571.7% | $5,617+678.4% | $11,252+288.6% |