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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 | $33,509 | $82,630-59.4% | $64,105-47.7% | $125,389-73.3% |
| Participation rate | 40.0% | 75.9%-35.9pp | 68.2%-28.2pp | 83.2%-43.2pp |
| Annual return | 8.97% | 1489.72%-1480.7pp | 791.24%-782.3pp | 282.24%-273.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,166 | $3,608-67.7% | $2,822-58.7% | $5,352-78.2% |
| Admin fee / account holder | $4,920 | $6,382-22.9% | $4,499+9.4% | $9,541-48.4% |