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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 | $17,393 | $58,927-70.5% | $76,823-77.4% | $72,983-76.2% |
| Participation rate | 40.0% | 67.3%-27.3pp | 72.1%-32.1pp | 69.5%-29.5pp |
| Annual return | 27.90% | 2305.64%-2277.7pp | 1166.42%-1138.5pp | 81.01%-53.1pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,959 | $2,690+10.0% | $3,336-11.3% | $3,608-18.0% |
| Admin fee / account holder | $652 | $4,013-83.7% | $6,422-89.8% | $5,124-87.3% |