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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 | $37,741 | $45,123-16.4% | $85,240-55.7% | $74,478-49.3% |
| Participation rate | 31.8% | 49.4%-17.6pp | 67.5%-35.8pp | 67.2%-35.4pp |
| Annual return | 15.21% | 26.32%-11.1pp | 66.75%-51.5pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,342 | $2,736-14.4% | $4,527-48.3% | $4,350-46.2% |
| Admin fee / account holder | $6,277 | $2,215+183.4% | $6,165+1.8% | $1,946+222.6% |