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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 | $43,126 | $88,754-51.4% | $81,820-47.3% | $145,877-70.4% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 13.91% | 1031.77%-1017.9pp | 777.93%-764.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,596 | $4,648+20.4% | $4,323+29.5% | $6,691-16.4% |
| Admin fee / account holder | $954 | $8,424-88.7% | $7,391-87.1% | $13,402-92.9% |