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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 | $26,747 | $80,812-66.9% | $160,784-83.4% | $82,448-67.6% |
| Participation rate | 33.3% | 66.2%-32.9pp | 77.0%-43.6pp | 68.1%-34.7pp |
| Annual return | 21.84% | 100.59%-78.8pp | 1803.92%-1782.1pp | 41.64%-19.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,317 | $4,335-23.5% | $6,293-47.3% | $4,139-19.9% |
| Admin fee / account holder | $5,487 | $7,695-28.7% | $9,717-43.5% | $7,234-24.2% |