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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 | $41,228 | $100,895-59.1% | $90,430-54.4% | $158,950-74.1% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 7.64% | 1725.54%-1717.9pp | 1293.73%-1286.1pp | 302.91%-295.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,876 | $4,347-33.8% | $3,963-27.4% | $5,983-51.9% |
| Admin fee / account holder | $77,587 | $6,505+1092.7% | $5,613+1282.2% | $11,248+589.8% |