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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 | $31,054 | $55,446-44.0% | $155,574-80.0% | $74,429-58.3% |
| Participation rate | 23.0% | 61.9%-38.9pp | 78.2%-55.2pp | 67.2%-44.2pp |
| Annual return | 15.43% | 269.20%-253.8pp | 64.87%-49.4pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $962 | $2,836-66.1% | $5,629-82.9% | $4,348-77.9% |
| Admin fee / account holder | $1,417 | $1,743-18.7% | $15,914-91.1% | $1,944-27.1% |