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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 | $53,641 | $102,696-47.8% | $86,235-37.8% | $139,487-61.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 11.31% | 1925.91%-1914.6pp | 1170.03%-1158.7pp | 373.84%-362.5pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $18,000 | $4,679+284.7% | $3,987+351.5% | $6,713+168.2% |
| Admin fee / account holder | $652 | $8,667-92.5% | $6,856-90.5% | $11,407-94.3% |