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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 | $36,026 | $80,812-55.4% | $160,784-77.6% | $82,448-56.3% |
| Participation rate | 45.2% | 66.2%-21.1pp | 77.0%-31.8pp | 68.1%-22.9pp |
| Annual return | 26.41% | 100.59%-74.2pp | 1803.92%-1777.5pp | 41.64%-15.2pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,305 | $4,335-46.8% | $6,293-63.4% | $4,139-44.3% |
| Admin fee / account holder | $9,478 | $7,695+23.2% | $9,717-2.5% | $7,234+31.0% |