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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 | $20,123 | $57,305-64.9% | $86,640-76.8% | $75,173-73.2% |
| Participation rate | 38.8% | 63.2%-24.4pp | 71.7%-32.9pp | 67.2%-28.4pp |
| Annual return | 20.86% | 2674.24%-2653.4pp | 592.52%-571.7pp | 160.72%-139.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,047 | $3,320-38.3% | $4,438-53.9% | $4,126-50.4% |
| Admin fee / account holder | $4,456 | $4,116+8.3% | $5,616-20.6% | $5,651-21.1% |