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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 | $32,435 | $39,798-18.5% | $67,704-52.1% | $59,633-45.6% |
| Participation rate | 14.1% | 57.4%-43.3pp | 67.5%-53.4pp | 68.7%-54.6pp |
| Annual return | 4.19% | 89.94%-85.7pp | 25.41%-21.2pp | 2041.45%-2037.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,411 | $2,335-39.6% | $3,585-60.6% | $3,192-55.8% |
| Admin fee / account holder | $8,284 | $3,212+157.9% | $4,255+94.7% | $4,297+92.8% |