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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 | $37,511 | $100,938-62.8% | $90,461-58.5% | $158,982-76.4% |
| Participation rate | 23.5% | 75.0%-51.5pp | 72.7%-49.2pp | 82.0%-58.4pp |
| Annual return | 11.16% | 1727.20%-1716.0pp | 1294.76%-1283.6pp | 302.99%-291.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,855 | $4,350-57.3% | $3,964-53.2% | $5,983-69.0% |
| Admin fee / account holder | $27,479 | $6,510+322.1% | $5,617+389.2% | $11,252+144.2% |