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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 | $39,540 | $60,393-34.5% | $81,820-51.7% | $74,429-46.9% |
| Participation rate | 30.6% | 62.9%-32.3pp | 72.4%-41.8pp | 67.2%-36.6pp |
| Annual return | 11.73% | 16.89%-5.2pp | 777.93%-766.2pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,079 | $3,397-68.2% | $4,323-75.0% | $4,348-75.2% |
| Admin fee / account holder | $2,564 | $1,491+72.0% | $7,391-65.3% | $1,944+31.9% |