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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 | $35,592 | $47,479-25.0% | $62,929-43.4% | $82,448-56.8% |
| Participation rate | 26.5% | 66.9%-40.3pp | 73.1%-46.6pp | 68.1%-41.5pp |
| Annual return | 24.33% | 20.34%+4.0pp | 1063.93%-1039.6pp | 41.64%-17.3pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,658 | $2,870-42.2% | $3,888-57.4% | $4,139-59.9% |
| Admin fee / account holder | $1,593 | $3,804-58.1% | $5,065-68.5% | $7,234-78.0% |