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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 | $15,882 | $84,684-81.2% | $73,835-78.5% | $125,388-87.3% |
| Participation rate | 58.3% | 76.8%-18.4pp | 73.4%-15.1pp | 83.2%-24.9pp |
| Annual return | 0.22% | 3123.93%-3123.7pp | 2268.13%-2267.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,900 | $3,993+22.7% | $3,583+36.8% | $5,352-8.4% |
| Admin fee / account holder | $2,054 | $5,691-63.9% | $4,880-57.9% | $9,541-78.5% |