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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 | $20,474 | $60,139-66.0% | $90,461-77.4% | $79,856-74.4% |
| Participation rate | 51.3% | 65.0%-13.7pp | 72.7%-21.4pp | 69.6%-18.3pp |
| Annual return | 23.33% | 71.96%-48.6pp | 1294.76%-1271.4pp | 31.71%-8.4pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,174 | $2,939+8.0% | $3,964-19.9% | $3,741-15.2% |
| Admin fee / account holder | $438 | $3,978-89.0% | $5,617-92.2% | $5,306-91.8% |