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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 | $39,566 | $58,391-32.2% | $76,657-48.4% | $72,975-45.8% |
| Participation rate | 28.6% | 67.4%-38.8pp | 72.1%-43.5pp | 69.5%-40.9pp |
| Annual return | 22.89% | 2306.65%-2283.8pp | 1166.74%-1143.8pp | 81.01%-58.1pp |
| Employer contribution / active EE | $264 | $1,787-85.2% | $2,303-88.5% | $2,440-89.2% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,335-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,295 | $4,014-67.7% | $6,423-79.8% | $5,124-74.7% |