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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 | $29,325 | $45,152-35.1% | $73,836-60.3% | $59,633-50.8% |
| Participation rate | 42.9% | 64.0%-21.2pp | 73.4%-30.6pp | 68.7%-25.8pp |
| Annual return | 0.43% | 27.40%-27.0pp | 2268.06%-2267.6pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,106 | $2,573-57.0% | $3,583-69.1% | $3,192-65.3% |
| Admin fee / account holder | $7,920 | $3,515+125.4% | $4,882+62.2% | $4,297+84.3% |