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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 | $30,991 | $47,479-34.7% | $62,929-50.8% | $82,448-62.4% |
| Participation rate | 40.0% | 66.9%-26.9pp | 73.1%-33.1pp | 68.1%-28.1pp |
| Annual return | 14.59% | 20.34%-5.8pp | 1063.93%-1049.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,478 | $2,870-13.7% | $3,888-36.3% | $4,139-40.1% |
| Admin fee / account holder | $2,414 | $3,804-36.5% | $5,065-52.3% | $7,234-66.6% |