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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 | $43,649 | $88,815-50.9% | $81,882-46.7% | $145,897-70.1% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 19.03% | 1033.75%-1014.7pp | 779.47%-760.4pp | 552.29%-533.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,885 | $4,647+69.7% | $4,323+82.4% | $6,689+17.9% |
| Admin fee / account holder | $43,263 | $8,434+412.9% | $7,360+487.8% | $13,390+223.1% |