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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 | $39,289 | $52,519-25.2% | $155,789-74.8% | $59,633-34.1% |
| Participation rate | 13.0% | 61.7%-48.7pp | 76.1%-63.1pp | 68.7%-55.6pp |
| Annual return | 0.58% | 53.51%-52.9pp | 71.54%-71.0pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,568 | $3,084-49.2% | $4,798-67.3% | $3,192-50.9% |
| Admin fee / account holder | $560 | $3,540-84.2% | $7,477-92.5% | $4,297-87.0% |