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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 | $34,409 | $109,872-68.7% | $98,483-65.1% | $167,536-79.5% |
| Participation rate | 55.0% | 75.8%-20.8pp | 73.3%-18.3pp | 82.1%-27.1pp |
| Annual return | 11.47% | 1959.31%-1947.8pp | 1494.38%-1482.9pp | 478.82%-467.3pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,844 | $4,673-60.6% | $4,276-56.9% | $6,342-70.9% |
| Admin fee / account holder | $1,421 | $6,757-79.0% | $5,953-76.1% | $12,315-88.5% |