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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 | $72,465-67.2% | $67,575-64.8% | $145,884-83.7% |
| Participation rate | 46.2% | 76.9%-30.7pp | 72.9%-26.8pp | 80.3%-34.1pp |
| Annual return | 10.22% | 7222.56%-7212.3pp | 3528.98%-3518.8pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,360 | $4,786-29.8% | $4,003-16.1% | $6,690-49.8% |
| Admin fee / account holder | $5,365 | $5,515-2.7% | $3,993+34.4% | $13,392-59.9% |