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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 | $48,591 | $88,754-45.3% | $81,820-40.6% | $145,877-66.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.82% | 1031.77%-1018.0pp | 777.93%-764.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,000 | $4,648-35.5% | $4,323-30.6% | $6,691-55.2% |
| Admin fee / account holder | $521 | $8,424-93.8% | $7,391-92.9% | $13,402-96.1% |