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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 | $32,315 | $55,470-41.7% | $155,556-79.2% | $74,478-56.6% |
| Participation rate | 38.9% | 61.9%-23.0pp | 78.2%-39.3pp | 67.2%-28.3pp |
| Annual return | 12.63% | 269.80%-257.2pp | 64.84%-52.2pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,343 | $2,838-52.7% | $5,631-76.2% | $4,350-69.1% |
| Admin fee / account holder | $3,275 | $1,744+87.7% | $15,885-79.4% | $1,946+68.3% |