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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 | $13,082 | $88,710-85.3% | $81,783-84.0% | $145,959-91.0% |
| Participation rate | 41.2% | 75.0%-33.9pp | 72.4%-31.2pp | 80.3%-39.1pp |
| Annual return | 19.84% | 1027.26%-1007.4pp | 775.05%-755.2pp | 561.95%-542.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,064 | $4,645-77.1% | $4,320-75.4% | $6,689-84.1% |
| Admin fee / account holder | $2,622 | $8,407-68.8% | $7,380-64.5% | $13,398-80.4% |