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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 | $40,400 | $102,663-60.6% | $86,216-53.1% | $139,466-71.0% |
| Participation rate | 45.5% | 74.5%-29.1pp | 69.0%-23.5pp | 80.3%-34.9pp |
| Annual return | 10.07% | 1924.52%-1914.4pp | 1169.42%-1159.3pp | 373.66%-363.6pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,276 | $4,677-72.7% | $3,986-68.0% | $6,712-81.0% |
| Admin fee / account holder | $7,290 | $8,663-15.8% | $6,853+6.4% | $11,409-36.1% |