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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 | $23,773 | $72,396-67.2% | $67,511-64.8% | $145,959-83.7% |
| Participation rate | 46.2% | 76.9%-30.7pp | 72.9%-26.7pp | 80.3%-34.1pp |
| Annual return | 10.22% | 7194.07%-7183.9pp | 3517.41%-3507.2pp | 561.95%-551.7pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,360 | $4,781-29.7% | $4,000-16.0% | $6,689-49.8% |
| Admin fee / account holder | $5,365 | $5,538-3.1% | $3,999+34.2% | $13,398-60.0% |