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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 | $35,138 | $49,976-29.7% | $66,674-47.3% | $82,637-57.5% |
| Participation rate | 44.0% | 63.1%-19.1pp | 73.7%-29.7pp | 68.1%-24.1pp |
| Annual return | 14.53% | 39.09%-24.6pp | 321.24%-306.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,064 | $2,847-62.6% | $4,084-74.0% | $4,126-74.2% |
| Admin fee / account holder | $22,222 | $4,594+383.8% | $5,098+335.9% | $7,339+202.8% |