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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 | $37,798 | $60,128-37.1% | $90,440-58.2% | $79,852-52.7% |
| Participation rate | 25.9% | 65.0%-39.1pp | 72.7%-46.8pp | 69.6%-43.7pp |
| Annual return | 11.73% | 71.95%-60.2pp | 1294.38%-1282.6pp | 31.72%-20.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,444 | $2,939-16.8% | $3,964-38.3% | $3,740-34.7% |
| Admin fee / account holder | $2,733 | $3,977-31.3% | $5,615-51.3% | $5,306-48.5% |