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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 | $35,733 | $47,479-24.7% | $62,929-43.2% | $82,448-56.7% |
| Participation rate | 37.1% | 66.9%-29.7pp | 73.1%-36.0pp | 68.1%-30.9pp |
| Annual return | 20.73% | 20.34%+0.4pp | 1063.93%-1043.2pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,589 | $2,870-9.8% | $3,888-33.4% | $4,139-37.5% |
| Admin fee / account holder | $3,046 | $3,804-19.9% | $5,065-39.9% | $7,234-57.9% |