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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 | $43,573 | $47,479-8.2% | $62,929-30.8% | $82,448-47.2% |
| Participation rate | 37.9% | 66.9%-28.9pp | 73.1%-35.2pp | 68.1%-30.1pp |
| Annual return | 15.26% | 20.34%-5.1pp | 1063.93%-1048.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,943 | $2,870-32.3% | $3,888-50.0% | $4,139-53.1% |
| Admin fee / account holder | $2,067 | $3,804-45.7% | $5,065-59.2% | $7,234-71.4% |