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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 | $26,894 | $88,815-69.7% | $81,882-67.2% | $145,897-81.6% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 11.40% | 1033.75%-1022.3pp | 779.47%-768.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,275 | $4,647+35.0% | $4,323+45.1% | $6,689-6.2% |
| Admin fee / account holder | $8,415 | $8,434-0.2% | $7,360+14.3% | $13,390-37.2% |