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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 | $51,795 | $176,688-70.7% | $130,660-60.4% | $152,885-66.1% |
| Participation rate | 53.8% | 79.0%-25.1pp | 71.7%-17.9pp | 82.5%-28.6pp |
| Annual return | 18.01% | 2693.08%-2675.1pp | 1709.29%-1691.3pp | 345.39%-327.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,122 | $4,362-74.3% | $3,603-68.8% | $5,851-80.8% |
| Admin fee / account holder | $7,829 | $7,131+9.8% | $5,463+43.3% | $11,598-32.5% |