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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 | $24,641 | $64,705-61.9% | $62,929-60.8% | $67,986-63.8% |
| Participation rate | 37.5% | 65.6%-28.1pp | 73.1%-35.6pp | 57.2%-19.7pp |
| Annual return | 18.22% | 20.31%-2.1pp | 1063.93%-1045.7pp | 31.67%-13.4pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,344 | $3,198-58.0% | $3,888-65.4% | $3,358-60.0% |
| Admin fee / account holder | $7,764 | $1,428+443.7% | $5,065+53.3% | $3,203+142.4% |