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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 | $61,854 | $109,872-43.7% | $98,483-37.2% | $167,536-63.1% |
| Participation rate | 16.7% | 75.8%-59.2pp | 73.3%-56.7pp | 82.1%-65.4pp |
| Annual return | 42.45% | 1959.31%-1916.9pp | 1494.38%-1451.9pp | 478.82%-436.4pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,494 | $4,673-46.6% | $4,276-41.7% | $6,342-60.7% |
| Admin fee / account holder | $682 | $6,757-89.9% | $5,953-88.6% | $12,315-94.5% |