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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 | $32,877 | $109,872-70.1% | $98,483-66.6% | $167,536-80.4% |
| Participation rate | 35.0% | 75.8%-40.8pp | 73.3%-38.3pp | 82.1%-47.1pp |
| Annual return | 13.66% | 1959.31%-1945.7pp | 1494.38%-1480.7pp | 478.82%-465.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $983 | $4,673-79.0% | $4,276-77.0% | $6,342-84.5% |
| Admin fee / account holder | $371 | $6,757-94.5% | $5,953-93.8% | $12,315-97.0% |