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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 | $24,170 | $109,872-78.0% | $98,483-75.5% | $167,536-85.6% |
| Participation rate | 26.1% | 75.8%-49.7pp | 73.3%-47.3pp | 82.1%-56.0pp |
| Annual return | 22.91% | 1959.31%-1936.4pp | 1494.38%-1471.5pp | 478.82%-455.9pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,798 | $4,673-40.1% | $4,276-34.6% | $6,342-55.9% |
| Admin fee / account holder | $2,778 | $6,757-58.9% | $5,953-53.3% | $12,315-77.4% |