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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 | $29,480 | $60,128-51.0% | $90,440-67.4% | $79,852-63.1% |
| Participation rate | 20.0% | 65.0%-45.0pp | 72.7%-52.7pp | 69.6%-49.6pp |
| Annual return | 19.82% | 71.95%-52.1pp | 1294.38%-1274.6pp | 31.72%-11.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,309 | $2,939-55.5% | $3,964-67.0% | $3,740-65.0% |
| Admin fee / account holder | $667 | $3,977-83.2% | $5,615-88.1% | $5,306-87.4% |