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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 | $28,148 | $76,519-63.2% | $56,025-49.8% | $145,897-80.7% |
| Participation rate | 9.1% | 63.2%-54.1pp | 52.5%-43.4pp | 80.3%-71.2pp |
| Annual return | 9.26% | 3017.03%-3007.8pp | 1712.69%-1703.4pp | 552.29%-543.0pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,965 | $2,624-25.1% | $1,955+0.6% | $6,689-70.6% |
| Admin fee / account holder | $1,344 | $3,331-59.7% | $2,828-52.5% | $13,390-90.0% |