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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 | $67,722 | $100,895-32.9% | $90,430-25.1% | $158,950-57.4% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.7%-44.1pp | 82.0%-53.4pp |
| Annual return | 7.25% | 1725.54%-1718.3pp | 1293.73%-1286.5pp | 302.91%-295.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,380 | $4,347+23.8% | $3,963+35.8% | $5,983-10.1% |
| Admin fee / account holder | $1,803 | $6,505-72.3% | $5,613-67.9% | $11,248-84.0% |