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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 | $41,173 | $57,285-28.1% | $86,605-52.5% | $75,173-45.2% |
| Participation rate | 44.4% | 63.2%-18.8pp | 71.7%-27.3pp | 67.2%-22.8pp |
| Annual return | 14.37% | 2671.04%-2656.7pp | 591.39%-577.0pp | 160.65%-146.3pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $969 | $3,318-70.8% | $4,438-78.2% | $4,126-76.5% |
| Admin fee / account holder | $1,557 | $4,112-62.1% | $5,611-72.3% | $5,651-72.4% |