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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 | $21,872 | $100,911-78.3% | $90,440-75.8% | $158,966-86.2% |
| Participation rate | 36.8% | 75.0%-38.2pp | 72.7%-35.8pp | 82.0%-45.1pp |
| Annual return | 23.19% | 1726.62%-1703.4pp | 1294.38%-1271.2pp | 302.95%-279.8pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,666 | $4,348-38.7% | $3,964-32.7% | $5,983-55.4% |
| Admin fee / account holder | $4,150 | $6,507-36.2% | $5,615-26.1% | $11,250-63.1% |