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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 | $45,705 | $60,454-24.4% | $81,844-44.2% | $74,459-38.6% |
| Participation rate | 43.8% | 63.0%-19.1pp | 72.4%-28.6pp | 67.2%-23.4pp |
| Annual return | 15.74% | 16.87%-1.1pp | 778.87%-763.1pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,426 | $3,398-58.0% | $4,323-67.0% | $4,350-67.2% |
| Admin fee / account holder | $3,324 | $1,490+123.0% | $7,355-54.8% | $1,945+70.9% |