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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 | $60,261-34.4% | $81,783-51.7% | $74,546-47.0% |
| Participation rate | 30.6% | 62.9%-32.3pp | 72.4%-41.8pp | 67.2%-36.6pp |
| Annual return | 11.73% | 16.88%-5.2pp | 775.05%-763.3pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,079 | $3,388-68.1% | $4,320-75.0% | $4,347-75.2% |
| Admin fee / account holder | $2,564 | $1,482+72.9% | $7,380-65.3% | $1,944+31.9% |