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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 | $35,889 | $234,190-84.7% | $180,320-80.1% | $198,609-81.9% |
| Participation rate | 28.6% | 77.1%-48.5pp | 71.5%-43.0pp | 82.4%-53.8pp |
| Annual return | 11.12% | 1057.44%-1046.3pp | 778.54%-767.4pp | 202.70%-191.6pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,399 | $4,988-31.9% | $4,304-21.0% | $6,977-51.3% |
| Admin fee / account holder | $2,141 | $12,558-83.0% | $10,000-78.6% | $19,030-88.8% |