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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 | $41,183 | $29,733+38.5% | $56,025-26.5% | $80,959-49.1% |
| Participation rate | 15.4% | 41.7%-26.3pp | 52.5%-37.1pp | 67.7%-52.3pp |
| Annual return | 24.67% | 35.28%-10.6pp | 1712.69%-1688.0pp | 35.67%-11.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $401 | $1,229-67.4% | $1,955-79.5% | $4,300-90.7% |
| Admin fee / account holder | $9,692 | $2,434+298.3% | $2,828+242.7% | $6,925+39.9% |