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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 | $45,968 | $88,754-48.2% | $81,820-43.8% | $145,877-68.5% |
| Participation rate | 35.7% | 75.1%-39.4pp | 72.4%-36.7pp | 80.3%-44.6pp |
| Annual return | 15.23% | 1031.77%-1016.5pp | 777.93%-762.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,308 | $4,648-50.3% | $4,323-46.6% | $6,691-65.5% |
| Admin fee / account holder | $388 | $8,424-95.4% | $7,391-94.8% | $13,402-97.1% |