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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 | $40,036 | $58,391-31.4% | $76,657-47.8% | $72,975-45.1% |
| Participation rate | 20.8% | 67.4%-46.6pp | 72.1%-51.3pp | 69.5%-48.7pp |
| Annual return | 21.79% | 2306.65%-2284.9pp | 1166.74%-1144.9pp | 81.01%-59.2pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,420 | $2,690-47.2% | $3,335-57.4% | $3,608-60.6% |
| Admin fee / account holder | $1,268 | $4,014-68.4% | $6,423-80.3% | $5,124-75.3% |