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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 | $25,399 | $80,812-68.6% | $160,784-84.2% | $82,448-69.2% |
| Participation rate | 33.3% | 66.2%-32.9pp | 77.0%-43.6pp | 68.1%-34.7pp |
| Annual return | 13.79% | 100.59%-86.8pp | 1803.92%-1790.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,847 | $4,335-57.4% | $6,293-70.6% | $4,139-55.4% |
| Admin fee / account holder | $7,657 | $7,695-0.5% | $9,717-21.2% | $7,234+5.8% |