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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 | $26,603 | $109,863-75.8% | $98,477-73.0% | $167,518-84.1% |
| Participation rate | 28.6% | 75.8%-47.3pp | 73.3%-44.8pp | 82.1%-53.5pp |
| Annual return | 15.50% | 1958.09%-1942.6pp | 1493.59%-1478.1pp | 478.71%-463.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,748 | $4,673-41.2% | $4,276-35.8% | $6,342-56.7% |
| Admin fee / account holder | $22,749 | $6,755+236.8% | $5,951+282.3% | $12,312+84.8% |